Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilson is an investment advisor representative and has over 35 years of experience in the financial industry. Thomas is currently registered with Janney Montgomery Scott LLC, located in Mansfield, Ohio. Thomas holds Series 7, 8, 9, 10, 63, and 65 licenses. Thomas previously worked at Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., McDonald Investments Inc., Wheat, First Securities, Inc., and Butcher & Singer Inc. Thomas has experience in various aspects of the financial services industry.
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.
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.
Fee plus commission
1
2
OH
05/10/2022 - Present
Janney Montgomery Scott LLC (MANSFIELD OH)
OH
01/01/2008 - 07/14/2020
WELLS FARGO CLEARING SERVICES, LLC (MANSFIELD OH)
OH
04/25/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MANSFIELD OH)
OH
05/28/1998 - 04/19/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NC
01/01/1991 - 06/09/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
01/20/1988 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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