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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Halvorsen is an Investment Advisor Representative associated with LPL Financial LLC. Thomas Halvorsen has been in the industry since May 1996. Thomas Halvorsen is currently registered with the state regulators of 33 states in addition to being registered with the Financial Industry Regulatory Authority (FINRA). Thomas Halvorsen holds the Series 6, Series 7, and Series 66 securities licenses as well as the SIE exam. Thomas Halvorsen also holds the Certified Financial Planner designation. Thomas Halvorsen works out of the Trinity, FL branch office of LPL Financial 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.
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.
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FL
07/21/2021 - Present
LPL Financial LLC (TRINITY FL)
FL
05/24/1996 - 07/21/2021
WADDELL & REED (TRINITY FL)
BOTH
Issued 12/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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