Unclaimed
Thomas Alstrom is a registered representative and investment advisor representative with over 4 years of experience in the financial services industry. Thomas has a strong background in financial planning, portfolio management, and investment consulting. He is currently associated with LPL Financial LLC and Ameritime, LLC, and has held previous positions with Securities America, Inc., and USD 440 Halstead-Bentley. Thomas is licensed to provide investment advice in Kansas, Missouri, and Texas. He is committed to providing personalized financial guidance 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.
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
CA
03/07/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
KS
09/30/2019 - 03/14/2024
SECURITIES AMERICA, INC. (HUTCHINSON KS)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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