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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Binversie is an Investment Advisor Representative with LPL Financial LLC since 2022. Prior to LPL, Thomas was a registered representative at CUNA BROKERAGE SERVICES, INC. for over 14 years. He has also held a position at Northwestern Mutual Investment Services, LLC. Thomas holds a Series 6, 7, 63 and 65 licenses. He has a strong record in providing investment advisory services to individuals, families, businesses, and charitable organizations. Thomas provides personalized investment advice tailored to each client's specific needs and goals. His dedication to providing exceptional service to his clients is evident in his longstanding career in the financial services industry.
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
WI
05/18/2022 - Present
LPL Financial LLC (Grafton WI)
WI
03/24/2008 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (SHEBOYGAN WI)
WI
12/07/2001 - 03/12/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHEBOYGAN WI)
IA
Issued 10/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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