Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Knudson is a financial advisor with Vanguard Advisers, Inc. Thomas is a Certified Financial Planner with over 8 years of experience in the financial services industry. Thomas is registered to provide investment advice in Arizona and Texas. Thomas has a strong background in financial planning, portfolio management, and investment advisory services. Thomas is committed to helping clients achieve their financial goals.
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.
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2
AZ
03/13/2020 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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