Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bogard has been a financial advisor for over 40 years and is a registered representative of Raymond James Financial Services Advisors, Inc. Thomas is also registered with the state of Colorado and holds Series 7, Series 63, Series 24, Series 53, and Series 3 licenses. Thomas specializes in providing financial planning and investment management services to individuals, families, and businesses. Thomas is committed to providing his clients with personalized service and helping them 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (COLORADOI SPRINGS CO)
NA
12/21/1982 - 07/10/1987
E. F. HUTTON & COMPANY INC
BC
Issued 01/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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