Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jensen is a financial professional with over 14 years of experience in the industry. Thomas has a Series 7, 63, and 65 license and is registered as an investment advisor in multiple states. Thomas is currently affiliated with Northwestern Mutual Investment Services, LLC, and works from their office in Lake Oswego, Oregon.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
OR
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Lake Oswego OR)
BC
Issued 05/19/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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