Unclaimed
Thomas Ankrom is a financial advisor with over 30 years of experience in the industry. Thomas has a broad range of experience working with various clients including high-net-worth individuals, corporations, and pension plans. Thomas is currently registered with Corecap Advisors, LLC, and has previously held positions at Ameritas Investment Corp, CCF Investments, Inc., The Leaders Group, Inc., USAllianz Securities, Inc., National Planning Corporation, North American Management, Inc., and First American National Securities, Inc. Thomas is also the owner of Ankrom Tax Preparation where he helps his clients with their tax needs. Thomas is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
01/15/2021 - Present
Corecap Advisors (SOUTHFIELD MI)
OH
06/21/2017 - 11/07/2019
AMERITAS INVESTMENT CORP. (Canfield OH)
OH
01/05/2006 - 06/21/2017
CCF INVESTMENTS, INC. (Canfield OH)
CO
08/08/2002 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
06/16/2000 - 12/31/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
12/10/1996 - 07/15/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
SD
04/20/1992 - 12/31/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
10/02/1984 - 10/17/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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