Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ranald Page is a financial advisor with over 25 years of experience in the industry. Currently, Thomas is registered with Wintrust Investments LLC as a registered representative. Thomas holds several licenses including Series 6, 7, 63, 65 and 66 as well as the SIE. Prior to his role with Wintrust Investments LLC, Thomas was employed by COMMONGOOD SECURITIES LLC, BMO INVESTMENT DISTRIBUTORS, LLC, NORTHERN TRUST SECURITIES, INC., CONFEDERATION FINANCIAL SERVICES (U.S.), INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and PACIFIC MUTUAL DISTRIBUTORS, INC.
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.
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.
1
2
IL
07/10/2024 - Present
Wintrust Investments LLC (CHICAGO IL)
FL
07/29/2020 - 03/31/2023
COMMONGOOD SECURITIES LLC (WINTER PARK FL)
IL
06/16/2015 - 02/23/2017
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
09/21/2006 - 07/25/2007
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NA
01/16/1992 - 02/03/1995
CONFEDERATION FINANCIAL SERVICES (U.S.), INC.
NA
07/13/1988 - 01/16/1991
METLIFE SECURITIES INC.
NA
07/13/1988 - 01/16/1991
METROPOLITAN LIFE INSURANCE COMPANY
NA
07/13/1988 - 12/31/1990
PACIFIC MUTUAL DISTRIBUTORS, INC.
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2020
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 02/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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