Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jay Stout is an Investment Advisor Representative who has been in the financial services industry for over 15 years. He is currently registered with Ameriprise Financial Services, LLC and holds licenses in Arizona, California, Colorado, Florida, Nevada, Texas, Utah and Washington. Thomas has a variety of licenses including Series 7, Series 63, Series 65, and the SIE exam. His current firm, Ameriprise Financial Services, LLC, is a large financial services company with over $1 billion in assets under management. Thomas Jay Stout offers financial planning, pension consulting, and educational seminars to his clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
03/07/2022 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
05/14/2020 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (San Diego CA)
CA
10/01/2008 - 03/18/2020
NAVY FEDERAL BROKERAGE SERVICES, LLC (SAN DIEGO CA)
CA
05/16/2008 - 07/01/2008
COMERICA SECURITIES (SAN DIEGO CA)
BC
Issued 10/22/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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