Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bourgeois is a financial advisor with Equity Services, Inc., with over 25 years of experience in the financial services industry. Thomas is registered in California, Texas and Vermont and offers a variety of financial services including financial planning, portfolio management, pension consulting and educational seminars. Thomas has held previous roles at AIG Capital Services, Inc., Sentra Securities Corporation, Equitable Distributors, Inc., and Evergreen Investment Services, Inc. Thomas is a Series 6, 7, 24 and 63 licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
10/11/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
CA
10/03/2001 - 09/16/2023
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
AZ
02/27/2001 - 08/27/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NC
06/17/1999 - 11/02/2000
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
NC
10/17/1996 - 02/26/1999
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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