Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilding is an investment advisor representative who has been in the industry for over 40 years. Thomas is currently registered with SPC. Thomas has a wide range of experience in the financial services industry, with previous affiliations including Great American Advisors, Inc., Mutual Service Corporation, Titan/Value Equities Group, Inc., Carey Jamison & Company, Hibbard Brown & Co., Inc., FSC Securities Corporation, E. F. Hutton & Company Inc, and Investment Management & Research, Inc. Thomas holds a number of licenses and certifications, including Series 3, 5, 7, 24, 63, 65, and 66. Thomas is also licensed in multiple states and has received numerous designations. Thomas's specialization areas include providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
UT
08/11/2010 - Present
SPC (BOUNTIFUL UT)
UT
11/01/2006 - 08/04/2010
GREAT AMERICAN ADVISORS, INC. (BOUNTIFUL UT)
UT
03/31/1999 - 11/02/2006
MUTUAL SERVICE CORPORATION (BOUNTIFUL UT)
CA
05/09/1989 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
11/02/1988 - 04/22/1989
CAREY JAMISON & COMPANY
NA
09/23/1986 - 10/31/1988
HIBBARD BROWN & CO., INC.
NA
09/21/1984 - 10/08/1986
FSC SECURITIES CORPORATION
NA
10/23/1981 - 10/04/1984
E. F. HUTTON & COMPANY INC
NA
10/24/1980 - 12/14/1981
INVESTMENT MANAGEMENT & RESEARCH, INC
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Thomas Wilding is the right advisor for you? Invested Better is here to help.
