Unclaimed
Thomas Wheatley is a registered representative with Woodmen Financial Services, Inc. He is a licensed securities professional with Series 6 and Series 63 registrations and holds the Securities Industry Essentials (SIE) certification. Thomas has been in the industry since February 2015. He has a current registration with Indiana and Kentucky.
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.
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.
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2
NE
02/24/2015 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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