Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Elvin Bass is an investment advisor representative with Oneseven. Thomas has been working in the financial services industry for over 7 years and is licensed to practice in Nevada and Texas. Thomas has extensive experience in providing financial advice and services to individuals, businesses, and other entities, including insurance companies, charitable organizations, and high-net-worth individuals. Thomas is committed to providing his clients with the highest level of service and guidance, and he is dedicated to helping them achieve their financial goals.
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.
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.
Solicitors' fees for referrals to other money managers
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2
OH
10/15/2024 - Present
Oneseven (BEACHWOOD OH)
NC
06/05/2018 - 05/05/2021
SUPREME ALLIANCE LLC (CHARLOTTE NC)
NV
06/02/2017 - 05/21/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (LAS VEGAS NV)
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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