Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lamson is a financial professional with over 30 years of experience in the industry. Thomas has a broad range of experience in the financial services industry. Thomas has worked for several firms including Western Federal Group, Kemper Financial Services, Inc., First Financial Equity Corporation, Equitable Advisors, LLC and AXA Advisors, LLC. Thomas holds licenses and certifications for Series 3, 4, 6, 7, 24, 26, 27, 53, 63 and 65. Thomas specializes in portfolio management, financial planning, educational seminars, and selection of other advisors. He is registered with the state of Illinois as a broker-dealer and an investment advisor. Thomas is currently employed by Equitable Advisors, LLC.
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.
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
IL
03/03/2004 - Present
Equitable Advisors, LLC (OAK BROOK IL)
AZ
06/22/2001 - 06/21/2002
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
01/20/1988 - 08/17/2001
WESTERN FEDERAL GROUP (SCOTTSDALE AZ)
NA
04/06/1983 - 03/24/1987
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 09/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/28/1991
Series 4 - Registered Options Principal Examination
BC
Issued 04/12/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 08/10/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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