Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Willcox is a financial advisor who has been in the industry since 1995. Thomas is currently registered with Northwestern Mutual Investment Services, LLC, and has previously been registered with ALLSTATE FINANCIAL SERVICES, LLC, J.J.B. HILLIARD, W.L. LYONS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Thomas has been active in the financial services industry for over 25 years and has a strong background in helping clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
SC
04/14/2015 - Present
Northwestern Mutual Investment Services, LLC (GREENVILLE SC)
SC
04/26/2002 - 04/06/2015
ALLSTATE FINANCIAL SERVICES, LLC (GREENVILLE SC)
KY
08/28/1998 - 04/03/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
10/06/1995 - 09/10/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/1995 - 09/10/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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