Unclaimed
Thomas Lanier Chandler is a financial advisor with over 29 years of experience in the industry. Thomas is registered with Ameriprise Financial Services, LLC and has offices in Roseville, CA and Granite Bay, CA. Thomas has a strong background in both brokerage and investment advisory services. Thomas has been with Ameriprise Financial Services since August 2014. Prior to joining Ameriprise, Thomas was employed by HANSON MCCLAIN SECURITIES from January 2008 to September 2014. Thomas is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Thomas is also registered to provide investment advisory services in California and Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
03/28/2016 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
01/02/2008 - 09/09/2014
HANSON MCCLAIN SECURITIES (ROSEVILLE CA)
CA
09/16/1999 - 12/31/2007
SECURITIES AMERICA, INC. (FOLSOM CA)
NJ
10/12/1998 - 09/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
10/22/1993 - 10/21/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
CA
03/08/1993 - 10/21/1993
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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