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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 Brunson is an investment advisor representative with First Citizens Investor Services, Inc.. Thomas has been in the securities industry since November 11, 2015 and has held registrations in South Carolina for both Broker-Dealer and Investment Advisor roles. Thomas has passed several industry exams, including Series 6, 7, 63 and 66. Thomas's experience includes previous employment with AXA Advisors, LLC and First Citizens Bank, where he gained valuable experience in the financial services industry. First Citizens Investor Services, Inc. offers financial planning, selection of other advisors, and portfolio management services for businesses and individuals.
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.
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.
1
2
SC
03/10/2022 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
09/13/2006 - 01/04/2007
AXA ADVISORS, LLC (COLUMBIA SC)
BOTH
Issued 03/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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