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 Robertson is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Thomas has been active in the financial industry since December 2021. Thomas specializes in portfolio management for individuals and businesses, as well as investment consulting services to institutional clients. Thomas has a wide range of experience in the financial services industry, having previously worked for Wells Fargo Merchant Services and Wells Fargo Payroll Services. Thomas is also a member of the investment committee for the Rotary Club of Tucson. Thomas has a strong track record of success in helping clients reach 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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AZ
12/20/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TUCSON AZ)
BOTH
Issued 04/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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