Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Banks is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with MWA Financial Services Inc. in Mansfield, OH, and Loudonville, OH. Thomas previously worked at Securities Service Network, Inc. in Mansfield, OH and ProEquities, Inc. in Birmingham, AL. Thomas is a Series 66 and Series 7 licensed advisor, and holds a 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.
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.
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2
OH
09/25/2017 - Present
MWA Financial Services Inc. (Mansfield OH)
OH
12/18/2012 - 01/05/2016
SECURITIES SERVICE NETWORK, INC. (MANSFIELD OH)
AL
03/04/2002 - 12/21/2012
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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