Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mackay Belden is a financial advisor with over 35 years of experience in the financial services industry. Thomas is currently registered with Wells Fargo Clearing Services, LLC and provides investment advisory services to individuals, businesses, and institutions. Thomas has a strong track record of success in helping clients reach their financial goals. Thomas is also a Registered Representative of Wells Fargo Advisors LLC. Prior to joining Wells Fargo, Thomas was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Thomas specializes in providing financial planning, portfolio management, and investment consulting services to his clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
02/01/2016 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/23/2009 - 01/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
06/08/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/01/1986 - 12/11/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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