Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Morrison Price is a financial advisor who is currently registered with National Investment Services Of America, LLC in Milwaukee, Wisconsin. Thomas has been a registered investment advisor since 1998 and holds the Series 6, Series 63 and Series 65 licenses. Thomas is a Chartered Financial Analyst. He is a football coach with the Mequon-Thiensville School District during non-business hours. Thomas's prior firm was Strong Investments, Inc..
777 EAST WISCONSIN AVENUE, SUITE 2350
MILWAUKEE, WI 53202
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
09/24/2020 - Present
National Investment Services OF America, LLC (MILWAUKEE WI)
WI
08/04/1998 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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