Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fleck is a financial advisor with LPL Financial LLC. Thomas has been in the financial industry for over 15 years and is registered in Florida and Texas. Thomas has a wide range of experience, including working with individuals, families, and businesses. Thomas offers a variety of financial services, including financial planning, investment management, and retirement planning. Thomas is dedicated to helping clients 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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2
FL
02/14/2020 - Present
LPL Financial LLC (OCALA FL)
FL
08/14/2009 - 02/24/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OCALA FL)
FL
09/21/2007 - 08/14/2009
UBS FINANCIAL SERVICES INC. (OCALA FL)
FL
08/10/2005 - 09/27/2007
A. G. EDWARDS & SONS, INC. (OCALA FL)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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