Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sanderson is a financial advisor with over 30 years of experience in the industry. He is currently registered with Wells Fargo Advisors Financial Network, LLC and has a broad range of experience in providing financial planning and investment management services to individuals, corporations, and institutions. Thomas has held positions at several prominent financial institutions, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. He holds several professional licenses and designations, including the Series 3, 7, 24, 63, and 65 licenses. Thomas is a highly experienced and knowledgeable financial advisor who is dedicated to helping his 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.
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.
Investment consulting services to institutional clients
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
NY
09/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
06/01/2009 - 03/10/2010
MORGAN STANLEY SMITH BARNEY (BUFFALO NY)
NY
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BUFFALO NY)
MD
01/22/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/03/1997 - 01/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/13/1992 - 01/30/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/21/1987 - 01/30/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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