Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Stark is an investment advisor representative with United Planners' Financial Services of America A Limited Partner, located in Wichita, KS. Thomas has been in the industry for 35 years and is registered in 13 states. Thomas has worked with other firms such as Securities America, Inc. and National Planning Corporation. Thomas has Series 6, 26, 63 and 65 securities licenses. Thomas is also licensed as an insurance agent in Kansas. Thomas specializes in providing financial planning, portfolio management, and pension consulting to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/14/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
KS
09/18/2020 - 12/18/2023
SECURITIES AMERICA, INC. (Wichita KS)
KS
10/30/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Wichita KS)
KS
10/23/2006 - 11/03/2017
NATIONAL PLANNING CORPORATION (WICHITA KS)
KS
09/01/1988 - 11/15/2006
NEW ENGLAND SECURITIES (WICHITA KS)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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