Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Trimble is a financial advisor with over 15 years of experience in the industry. Thomas is currently registered with Wells Fargo Clearing Services, LLC and holds licenses to operate in both Maryland and Texas. Thomas specializes in providing financial planning, investment management, and pension consulting services to individuals and businesses. Thomas is a highly experienced advisor with a broad range of expertise, including financial planning, investment management, and retirement planning. Prior to joining Wells Fargo Clearing Services, LLC, Thomas was employed by NEW ENGLAND SECURITIES. Thomas has a strong commitment to providing personalized service and 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
MD
03/04/2015 - Present
Wells Fargo Clearing Services, LLC (HAGERSTOWN MD)
MD
02/25/2008 - 01/04/2012
NEW ENGLAND SECURITIES (HAGERSTOWN MD)
IA
Issued 08/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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