Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Callahan is a financial advisor with over 30 years of experience in the industry. He has been with Wells Fargo Clearing Services, LLC since 2016 and has a long history of serving clients in the Virginia Beach area. Thomas holds a Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. He is dedicated to providing personalized financial advice and 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.
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.
Investment consulting services to institutional clients
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
VA
11/22/2002 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
NY
12/07/1993 - 11/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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