Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Parker is a financial advisor at Onedigital Investment Advisors. Thomas has been working in the financial industry since November 1993. Thomas is a licensed agent in a number of states and holds the Series 6, Series 63 and Series 65 licenses. Thomas is also a licensed insurance agent. The firm provides advisory services to individuals, corporations, institutions, trusts, and retirement plans. The firm offers investment advisory and financial planning services. Thomas's expertise includes financial planning, portfolio management, and retirement planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/27/2018 - Present
Onedigital Investment Advisors (Chicago IL)
IL
04/16/2018 - 08/23/2024
TRIAD ADVISORS LLC (Chicago IL)
IL
11/02/1993 - 04/13/2018
FIRST HEARTLAND CAPITAL, INC. (CHICAGO IL)
AL
11/02/1993 - 07/22/1994
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 09/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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