Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McDonald is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with LPL Financial LLC and has been with the firm since 2020. Prior to joining LPL Financial LLC, Thomas was registered with Securities America, Inc., where he was an advisor for over 20 years. Thomas is licensed to provide investment advice and securities trading in multiple states across the United States.
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
NE
01/16/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
03/01/1999 - 01/15/2020
SECURITIES AMERICA, INC. (OMAHA NE)
SC
03/16/1992 - 03/05/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 06/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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