Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Atkinson is a financial advisor with over 16 years of experience in the financial services industry. Thomas currently works at LPL Financial LLC in Winston Salem, North Carolina and Charlotte, North Carolina. Prior to joining LPL Financial LLC, Thomas worked at Waddell & Reed, Inc. in Charlotte, North Carolina. Thomas has a strong background in providing financial advice to individuals, corporations, and institutions. Thomas has also completed the Series 6, 7, 63, and 65 exams. Thomas holds licenses in Arizona, Georgia, North Carolina, South Carolina, Texas, Vermont, and Virginia. Thomas is committed to providing his clients with personalized financial advice to help them achieve 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.
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.
Consulting and other non-discretionary advisory services
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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NC
09/10/2021 - Present
LPL Financial LLC (WINSTON SALEM NC)
NC
05/25/2006 - 07/21/2021
WADDELL & REED (WINSTON SALEM NC)
IA
Issued 07/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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