Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Weinshenker is an investment advisor representative at LPL Financial LLC. Thomas has been in the industry since October 23, 1969. Thomas has a Series 66, 7TO, SIE and Series 1 license. Thomas is registered in Arizona, California, Colorado, Florida, Illinois, Louisiana, Massachusetts, Minnesota, Missouri, New Hampshire, New Mexico, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Thomas is also registered with FINRA and the state of Texas as an Investment Advisor Representative. Thomas has previously worked for WS Griffith Securities, Inc. and Phoenix Equity Planning Corporation. Thomas has been with LPL Financial LLC since May 2004.
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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NM
03/07/2005 - Present
LPL Financial LLC (ALBUQUERQUE NM)
CT
06/07/1993 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
10/24/1969 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 10/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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