Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Earl Wilson is a financial advisor with over 40 years of experience in the financial services industry. Thomas currently works with Kestra Advisory Services, LLC. Thomas has a strong track record of helping clients achieve their financial goals. He is committed to providing 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.
Guidance on pension options to ensure a secure financial future.
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.
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AZ
10/03/2023 - Present
Kestra Advisory Services, LLC (Green Valley AZ)
CA
09/01/2023 - 10/06/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
03/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
01/03/2011 - 03/28/2017
VOYA FINANCIAL ADVISORS, INC. (VENTURA CA)
CA
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (VENTURA CA)
CT
04/28/1993 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
06/12/1990 - 11/05/1991
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
NA
02/28/1985 - 06/06/1985
ESTATE FINANCIAL SECURITIES CO.
NA
11/15/1983 - 12/26/1984
WESTLAKE SECURITIES, INC.
IA
Issued 11/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/15/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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