Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Louis Burnor is a financial advisor with Principal Securities, Inc. with over 28 years of experience in the industry. Thomas has been registered with the state of California since October 2004 and holds Series 63, 65, 7, 24, and SIE licenses. Prior to joining Principal Securities, Thomas worked at MetLife Securities Inc., Metropolitan Life Insurance Company, and Walnut Street Securities, Inc. Thomas has a long history of advising individuals and has particular expertise in pension consulting, financial planning, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
11/21/2022 - Present
Principal Securities, Inc. (COSTA MESA CA)
MA
02/01/2003 - 08/09/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/01/2003 - 08/09/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/08/1996 - 02/14/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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