Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilder is an investment advisor representative with Concourse Financial Group Securities, Inc. Thomas Wilder is registered with the state of Minnesota and has been in the industry since March 27, 1983. Thomas Wilder has previously worked with a number of firms, including Investment Centers of America, Inc., Dougherty & Company LLC, Raymond James Financial Services, Inc., LM Financial Partners, Inc., John G. Kinnard and Company, Incorporated, Dougherty Dawkins LLC, and Moore, Juran and Company, Inc. Thomas Wilder is a registered representative with FINRA and has a Series 7, Series 6, Series 63, Series 8 and Series 65 license.
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.
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.
1
2
MN
11/03/2017 - Present
Concourse Financial Group Securities, Inc. (Red Wing MN)
MN
01/20/2017 - 11/06/2017
INVESTMENT CENTERS OF AMERICA, INC. (RED WING MN)
MN
11/07/2002 - 01/23/2017
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
FL
10/31/2002 - 11/08/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
LA
10/16/2000 - 11/08/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
MN
03/07/2000 - 10/25/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
09/30/1997 - 03/07/2000
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
12/13/1993 - 09/30/1997
DOUGHERTY DAWKINS LLC (MINNEAPOLIS MN)
MN
02/01/1988 - 01/07/1994
MOORE, JURAN AND COMPANY, INC. (MINNEAPOLIS MN)
NA
02/15/1988 - 03/04/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/08/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
03/28/1983 - 02/16/1984
INVESTORS BROKERAGE SERVICES, INC.
IA
Issued 10/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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