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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Boogren is a financial advisor with Commonwealth Financial Network. Thomas has been in the financial industry since 2022, having obtained his Series 63, 65, and 7 licenses. Thomas has a degree from Birmingham and has prior experience in landscaping, real estate, and parish work. He is a Registered Representative and Investment Adviser Representative in the state of Michigan. His areas of specialization include Retirement Planning, Education Planning, and Estate Planning. The Commonwealth Financial Network firm has been serving clients for over 40 years and has over 2,950 Registered Representatives across the country, and is committed to providing clients with personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/03/2022 - Present
Commonwealth Financial Network (TROY MI)
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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