Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Shelder is a financial advisor with &partners, a firm that provides investment advice and financial planning to individuals, businesses, and institutions. Thomas is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Thomas has been in the financial services industry since July 2011. Thomas has earned a Certified Financial Planner designation and holds the Series 7, Series 66, and SIE licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MI
10/13/2023 - Present
&partners (Elk Rapids MI)
MI
07/29/2011 - 11/10/2023
EDWARD JONES (ELK RAPIDS MI)
BOTH
Issued 08/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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