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 Wesolowski is a financial advisor at LPL Financial LLC, based in Naperville, Illinois. He is a registered representative with the state of Illinois and holds Series 6, 7, 24 and 63 licenses. Thomas has been in the financial industry since 1987, working for a number of firms, including MetLife Securities Inc., MSI Financial Services, Inc., BMO Harris Financial Advisors, Inc., New England Securities, MML Investors Services, LLC and now LPL Financial LLC. Thomas is focused on offering financial planning, portfolio management and selection of other advisors to both individuals 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.
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
IL
08/11/2020 - Present
LPL Financial LLC (NAPERVILLE IL)
IL
03/25/2017 - 08/22/2018
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
11/21/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
07/23/2013 - 07/01/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPERVILLE IL)
NY
05/21/2009 - 12/21/2012
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
01/28/1987 - 12/21/2012
METLIFE SECURITIES INC. (OAK BROOK IL)
IL
01/28/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
BC
Issued 12/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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