Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Whited is a financial advisor at Mainstay Capital Management, LLC, located in Grand Blanc, MI. Thomas has been in the financial services industry since 2008. Thomas has a wide range of experience, having worked at several firms including Scottrade, Inc., TD Ameritrade, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Thomas specializes in providing financial planning and portfolio management services to individuals and businesses. Thomas is a Registered Representative and Investment Advisor Representative.
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.
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.
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MI
03/08/2019 - Present
Mainstay Capital Management, LLC (GRAND BLANC MI)
MI
03/02/2016 - 03/08/2018
SCOTTRADE, INC. (DEARBORN MI)
MI
01/09/2013 - 10/20/2015
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
10/01/2012 - 12/20/2012
J.P. MORGAN SECURITIES LLC (LINCOLN PARK MI)
MI
01/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LINCOLN PARK MI)
MI
08/01/2008 - 01/06/2011
EDWARD JONES (PLYMOUTH MI)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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