Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Marek Billington is a financial advisor registered with Wells Fargo Clearing Services, LLC since 2016. Thomas has been in the financial services industry since 2007 and has a wide range of experience, including previous roles with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Thomas has experience in providing financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and pension consulting. Thomas is registered in 28 states and holds a series 6, 7, 63, and 66 licenses as well as the SIE.
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
NC
12/14/2016 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
11/22/2007 - 04/06/2010
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
06/21/2007 - 09/14/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
BOTH
Issued 09/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2007
Series 6 - Investment Company Products/Variable Contracts 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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