Unclaimed
Thomas Gerald Pilch is a financial advisor with over 30 years of experience in the financial services industry. Thomas is currently registered with LPL Financial LLC. Prior to his current role, Thomas has held positions at XCU Capital Corporation, Inc., FSC Securities Corporation, Walnut Street Securities, Inc., Securities America, Inc., Mutual of Omaha Fund Management Company, Mutual Service Corporation, Financial Network Investment Corporation, MML Investors Services, Inc., Penn Mutual Equity Services, Inc. and IDS Marketing Corporation. Thomas is registered in the states of California, Florida, Michigan and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/26/2007 - Present
LPL Financial LLC (REDFORD MI)
MI
01/01/1998 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (PLYMOUTH MI)
GA
01/24/1995 - 12/31/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
06/11/1992 - 01/24/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NE
01/11/1991 - 12/31/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
07/05/1989 - 12/11/1990
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
MA
05/09/1988 - 07/27/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/04/1986 - 05/11/1988
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
03/29/1985 - 02/10/1986
MML INVESTORS SERVICES, INC.
NA
09/28/1984 - 03/25/1985
PENN MUTUAL EQUITY SERVICES, INC.
NA
08/16/1983 - 08/28/1984
IDS MARKETING CORPORATION
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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