Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gilboy is a financial professional with over 13 years of experience in the industry. Thomas has a strong background in both securities and insurance, providing comprehensive financial planning and investment management services. Thomas is currently registered with Equity Services, Inc., and holds various licenses and certifications, including Series 6, Series 63, Series 65, and SIE. Thomas has worked with a range of clients, including individuals, families, businesses, and institutions, helping them achieve their financial goals. Thomas has worked with several other firms in the past, including MSI Financial Services, Inc., OneAmerica Securities, Inc., MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. Thomas has also been involved in various community organizations, including Gateway for Cancer Research.
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.
Personalized portfolio management to meet individual financial objectives.
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
IL
03/19/2024 - Present
Equity Services, Inc. (CHICAGO IL)
IL
01/06/2015 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
04/05/2013 - 01/08/2015
ONEAMERICA SECURITIES, INC. (LAKE BLUFF IL)
IL
12/06/2010 - 04/01/2013
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
08/24/2010 - 11/09/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
IL
05/14/2010 - 06/18/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
IA
Issued 03/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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