Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Milan Wyszynski is a financial advisor with over 20 years of experience in the industry. Thomas is registered with MML Investors Services, LLC and is licensed in Texas. Thomas has also previously worked with Thrivent Investment Management Inc. and Charles Schwab & Co., Inc. Thomas has a variety of experience across several financial services. Thomas specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Thomas holds the Series 66, 63, 65, 7, and SIE licenses. Thomas has a strong commitment to helping clients reach 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
10/17/2024 - Present
MML Investors Services, LLC (Osterville MA)
MA
08/13/2020 - 10/29/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Hyannis MA)
CA
07/13/2012 - 06/08/2018
CHARLES SCHWAB & CO., INC. (Menlo Park CA)
NY
04/08/2010 - 11/17/2011
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
03/09/2009 - 01/25/2010
TELSEY CAPITAL GROUP LLC (NEW YORK NY)
NY
10/01/1997 - 03/05/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
12/17/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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