Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Morand is an investment professional with experience in the financial services industry. Thomas is a registered representative with Associated Investment Services, Inc. and holds licenses for Series 79TO, SIE, and Series 63. Thomas currently serves clients in Illinois, Minnesota, and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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IL
11/24/2020 - Present
Associated Investment Services, Inc. (CHICAGO IL)
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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