Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Robert Edwards is a financial advisor with U.S. Bancorp Investments, Inc., based in Seattle, Washington. Thomas has been in the financial industry since 1986. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. He is registered to provide investment advisory services in Washington.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
09/03/2004 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
MA
02/22/2001 - 10/08/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/17/1999 - 02/21/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
WA
04/14/1999 - 06/15/1999
CONTINENTAL INVESTORS SERVICES, INC. (LONGVIEW WA)
NY
10/24/1996 - 04/03/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
CA
09/14/1992 - 05/14/1996
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
WA
03/05/1986 - 09/14/1992
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
NA
10/20/1983 - 02/10/1986
MURPHEY FAVRE, INC.
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/16/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1998
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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