Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gilliam is an investment advisor representative associated with Ameritas Advisory Services, LLC. Thomas has been in the financial services industry for over 23 years. Thomas holds Series 6, 7, 63 and 65 licenses. Thomas specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Thomas offers various advisory services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Thomas is also licensed as an independent insurance agent to sell fixed insurance products and is the owner/member of T Gilliam Properties LLC.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MO
11/01/2021 - Present
Ameritas Advisory Services, LLC (CHESTERFIELD MO)
MO
07/06/1999 - 06/30/2006
CARILLON INVESTMENTS, INC. (CHESTERFIELD MO)
IA
Issued 09/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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