Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Michelotti is a financial advisor with over 20 years of experience in the financial services industry. Thomas has been registered with U.S. Bancorp Investments, Inc. since 2021. Previously, Thomas was registered with LPL Financial LLC, BMO Harris Financial Advisors, Inc., PNC Investments, Genworth Financial Securities Corporation, Hartford Equity Sales Company Inc., Jackson National Life Distributors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, J. P. Morgan Advisory Services Inc., J. P. Morgan Advisors, Inc., Market Wise Securities, Inc., Charles Schwab & Co., Inc. and Invesco Distributors, Inc. Thomas is a Series 7, Series 6, Series 63, and Series 65 licensed professional. Thomas specializes in providing financial advice and investment management services to individuals, high net worth individuals, corporations, businesses, and pension and profit-sharing plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
05/26/2021 - Present
U.s. Bancorp Investments, Inc. (Vernon Hills IL)
IL
03/24/2021 - 05/12/2021
LPL FINANCIAL LLC (BUFFALO GROVE IL)
IL
01/31/2014 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BUFFALO GROVE IL)
IL
02/15/2010 - 04/11/2012
PNC INVESTMENTS (LIBERTYVILLE IL)
IL
05/29/2008 - 12/16/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (LIBERTYVILLE IL)
CT
03/24/2004 - 07/07/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
TN
12/05/2001 - 12/02/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MA
07/17/2001 - 12/03/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/17/2001 - 12/03/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/06/2000 - 01/22/2001
J. P. MORGAN ADVISORY SERVICES INC. (NEW YORK NY)
NY
04/06/2000 - 01/19/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
IL
02/28/2000 - 03/31/2000
MARKET WISE SECURITIES, INC. (CHICAGO IL)
TX
11/17/1999 - 03/01/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
07/06/1998 - 07/16/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 06/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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