Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Burns is a financial advisor with over 15 years of experience in the industry. Thomas has been a registered representative with Charles Schwab & CO., Inc. since 2017. Previously, Thomas worked at TD Ameritrade, Inc., Chase Investment Services Corp. and Waddell & Reed, Inc. Thomas specializes in financial planning and investment management services. Thomas is committed to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
02/22/2017 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
06/27/2007 - 03/04/2015
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IN
07/06/2005 - 06/21/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IL
08/24/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
KS
06/17/2003 - 08/20/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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