Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wickham is an investment advisor representative for Fidelity Personal and Workplace Advisors. Thomas has been in the financial services industry for over 8 years and has experience with both individual and business clients. Thomas is registered in Rhode Island, Texas, and Utah. Thomas has experience working with individual investors, corporate clients, and trusts.
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.
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.
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.
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2
RI
11/22/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
09/08/2016 - 03/22/2022
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
RI
08/10/2015 - 08/12/2016
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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