Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ervin is an investment advisor representative with Diversified, LLC in Wilmington, Delaware. Thomas has been working in the financial services industry since June 19, 2014. He holds the Series 63, Series 65, Series 7, and SIE securities licenses. Thomas also has the Certified Financial Planner designation. He is registered as a broker/dealer and investment advisor representative in multiple states. He is committed to providing personalized financial advice to his clients. Thomas works with a variety of clients, including individuals, families, businesses, and retirement plans. His services include financial planning, investment management, and insurance.
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.
Solicitor fees
1
2
DE
01/26/2023 - Present
Diversified, LLC (WILMINGTON DE)
DE
05/09/2014 - 07/16/2020
SECURITIES SERVICE NETWORK, LLC (WILMINGTON DE)
BC
Issued 08/22/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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