Unclaimed
Thomas McCrate is a registered representative with Bankers Life Securities, Inc. and has been in the financial services industry since January 8, 2016. Thomas holds the Series 6, Series 7 and Series 63 licenses. Thomas has been with Bankers Life Securities, Inc. since May 7, 2018. Thomas is licensed to sell securities in Ohio.
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.
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.
1
2
OH
05/07/2018 - Present
Bankers Life Securities, Inc. (Westerville OH)
GA
12/18/1996 - 04/15/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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