Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wagner is a financial advisor with over 30 years of experience in the industry. Thomas is registered with MML Investors Services, LLC and has been with the firm since 1990. Thomas is a registered representative and investment advisor representative. Thomas holds the Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Thomas is a licensed insurance agent in several states and owns rental properties. Thomas provides financial planning, asset allocation, and portfolio management services to individuals, corporations, and trusts.
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 programs
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.
Solicitors fees
1
2
OH
08/07/2017 - Present
MML Investors Services, LLC (FINDLAY OH)
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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