Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilson is a financial professional with over 20 years of experience in the industry. Thomas has worked for several well-known firms, including Citigroup Global Markets Inc. and MetLife Securities Inc. Thomas is currently registered with Pacific Select Distributors, LLC and holds the Series 6 and Series 63 licenses.
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.
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.
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2
CA
06/16/2015 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (TUSTIN CA)
CA
03/07/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (TUSTIN CA)
MA
12/21/2000 - 05/10/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/21/2000 - 05/10/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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