Unclaimed
Thomas Anderson is a licensed investment advisor with over 40 years of experience in the financial services industry. Currently, Thomas is affiliated with Sunstreet Securities, LLC. Thomas has been a Registered Representative and Investment Advisor Representative since 1978 and has held positions with a variety of firms across the United States. Thomas has a strong track record of providing financial planning and portfolio management services for individuals and families. He is committed to helping clients achieve their financial goals and provides comprehensive services that meet their unique needs. Thomas holds Series 1, Series 6TO and SIE securities licenses.
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.
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.
Referral fees from tpas
1
2
AZ
01/03/2008 - Present
Sunstreet Securities, LLC (AVONDALE AZ)
GA
10/12/2005 - 12/31/2007
WELLSTONE SECURITIES, LLC (CUMMING GA)
GA
02/03/2003 - 09/06/2005
DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)
MN
11/28/2000 - 01/28/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
09/16/1991 - 12/05/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
08/11/1981 - 09/11/1991
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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