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 Sanneman is an investment advisor representative with LPL Financial LLC in FRISCO, TX. He has been in the securities industry since 2003, and has been with LPL Financial LLC since 2010. Thomas Sanneman has a Series 7, 24 and 66 license. He is also registered in 28 states and two states as an investment advisor representative. Thomas Sanneman specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. He also provides consulting and other non-discretionary advisory services.
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
TX
03/20/2020 - Present
LPL Financial LLC (FRISCO TX)
IL
10/20/2003 - 06/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
MN
10/20/2003 - 01/09/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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