Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Tenney is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Thomas has been in the industry since November 2007. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Thomas is licensed to provide advisory services in Arizona and Texas. Thomas's previous employment includes UBS Financial Services Inc. Thomas specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
AZ
11/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
11/20/2007 - 11/14/2023
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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