Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jackman is a financial advisor with LPL Financial LLC in FORT MILL, SC. Thomas has been in the financial industry since 1997 and has extensive experience in providing financial planning and portfolio management services. Thomas has a wide range of experience in the industry and holds licenses in 53 states, including Series 7, 63, 24, 55, and 99. Thomas also holds the SIE designation. Thomas is committed to providing personalized and comprehensive financial advice to his clients.
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.
1
2
SC
04/01/2008 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/13/2006 - 03/20/2008
REDWINE & COMPANY, INC. (CHARLOTTE NC)
NY
07/10/1998 - 05/21/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
06/30/1993 - 07/02/1998
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
CO
10/14/1992 - 02/26/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Jackman is the right advisor for you? Invested Better is here to help.
