Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jm Mahfet is an investment advisor representative with LPL Financial LLC. Thomas has been in the securities industry for 2 years. Thomas is registered with the states of Connecticut, Florida, Michigan, Tennessee, and Texas. Thomas is also registered as an investment advisor representative with the states of Michigan and Texas. Thomas has passed the Series 66, Series 7TO, and SIE exams. The advisor's current firm, LPL Financial LLC, has been in business since 1989 and manages over $463 billion in assets. LPL Financial LLC's office is located in Fort Mill, SC.
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
MI
01/05/2023 - Present
LPL Financial LLC (AUBURN HILLS MI)
BOTH
Issued 04/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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