Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wielgus is a financial advisor with LPL Financial LLC. Thomas has been in the industry since 1989 and has a wide range of experience in the financial services industry. Thomas is a registered representative and investment advisor. He holds several licenses, including Series 6, 7, 63 and 65. Thomas is committed to helping clients reach their financial goals and provides a range of services including financial planning, portfolio management, and investment advisory services.
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.
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2
WA
06/07/1996 - Present
LPL Financial LLC (MILL CREEK WA)
KS
10/23/1989 - 06/13/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 04/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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