Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dyer is an investment advisor representative, registered with LPL Financial LLC. Thomas has been working in the financial services industry since December 1997, and is licensed in 22 states. Thomas has a diverse background and experience, previously having worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, New England Securities, Investors Capital Corp, MetLife Securities Inc, Metropolitan Life Insurance Company, and MML Investors Services, Inc.
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
MA
12/16/2020 - Present
LPL Financial LLC (WEST BOYLSTON MA)
MA
08/26/2005 - 12/07/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (ACTON MA)
IN
08/26/2005 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/12/2003 - 08/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/10/2001 - 12/31/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
11/21/2000 - 10/12/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/2000 - 10/12/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/17/1997 - 12/11/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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