Unclaimed
Thomas Billups is a registered representative with &partners and has been in the industry since July 1997. Thomas is currently registered in 8 states: Arizona, Arkansas, Colorado, Louisiana, Mississippi, New York, North Carolina, and Tennessee. Thomas holds the following licenses: Series 7, Series 52, Series 50, Series 53, Series 54, Series 99TO, and Series 52TO. Thomas has previous experience with NBC CAPITAL MARKETS GROUP, INC. and TOWNES & CO., 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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/04/1998 - Present
&partners (NASHVILLE TN)
TN
07/09/1993 - 08/05/1994
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
NA
06/02/1993 - 06/22/1993
TOWNES & CO., INC.
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 06/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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