Unclaimed
Thomas Archer has been working in the financial services industry since 1996 and is currently a registered representative with Founders Financial Securities LLC. Thomas has a broad range of experience and expertise in various aspects of financial services. He is a Certified Financial Planner and a Chartered Financial Consultant. Thomas is passionate about providing customized financial solutions to his clients and is dedicated to 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.
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.
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.
1
2
MI
01/06/2015 - Present
Founders Financial Securities LLC (Brighton MI)
FL
01/11/2001 - 10/23/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
08/06/1996 - 01/18/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/06/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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