Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Elliot Weed is a financial advisor with over 15 years of experience in the industry. He is currently registered as a Registered Representative and Investment Advisor Representative in Washington with Mutual Advisors, LLC. Thomas has worked for several other financial firms in the past including Cetera Advisor Networks LLC, OneAmerica Securities, Inc. and Transamerica Financial Advisors, Inc. He holds Series 6, 63 and 65 licenses. Thomas is committed to providing personalized financial advice and services to help clients achieve their financial goals. He specializes in financial planning, portfolio management, and selection of other advisors.
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.
Hourly consulting
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.
1
2
WA
06/01/2018 - Present
Mutual Advisors, LLC (Vancouver WA)
WA
05/30/2014 - 06/04/2018
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
OR
10/11/2011 - 06/19/2014
ONEAMERICA SECURITIES, INC. (PORTLAND OR)
OR
06/30/2008 - 09/06/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
NA
09/09/1994 - 10/03/1994
WADDELL & REED, INC.
IA
Issued 01/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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