Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas OBrien Turner is a financial advisor with over 37 years of experience in the financial services industry. Currently, Thomas is associated with Consolidated Portfolio Review Corp. based in Woodbury, NY. Thomas has held prior positions with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Thomas is a licensed investment advisor in Michigan. Thomas specializes in various investment strategies, including financial planning, portfolio management, pension consulting, and educational seminars. Thomas is committed to helping clients reach their financial goals through 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.
A percentage of the total value of assets under management is charged.
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2
NY
04/30/2021 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
MI
04/13/1983 - 07/06/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKFORD MI)
MN
04/13/1983 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/13/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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