Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Henry Freeman is a financial advisor with over 30 years of experience in the financial services industry. Thomas has been with Wells Fargo Advisors Financial Network, LLC since June 2020, prior to that he worked at UBS Financial Services Inc. for over 17 years. Thomas also has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas is registered to provide investment advice in over 40 states. He specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses.
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.
Investment consulting services to institutional clients
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
KS
06/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
KS
11/29/2002 - 07/09/2020
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
NY
11/22/1989 - 12/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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