Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Pope is a financial advisor registered with Lincoln Investment and is licensed in 12 states. Thomas has been in the financial services industry since October 2003. Thomas has obtained both Series 6 and Series 63 licenses. The advisor has a number of other business activities including being the Investment Committee Chairman for a church and providing technical support for a company. The advisor focuses on providing portfolio management for individuals and businesses, and also offers financial planning and selection of other advisors services. The advisor has experience working with various client types including individuals, corporations, pension and profit sharing plans, and charitable organizations. The advisor has been registered with Lincoln Investment since January 2017.
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.
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
NY
04/01/2019 - Present
Lincoln Investment (Lakewood NY)
NY
10/28/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (Lakewood NY)
IA
Issued 03/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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