Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bayley is a financial advisor at Private Client Services, LLC. Thomas has been in the financial services industry since 1988. Thomas is currently registered to conduct business in Florida, Georgia, Indiana, New York, North Carolina, Ohio, Pennsylvania, Virginia and West Virginia. Thomas has earned the Series 6, Series 63 and SIE securities licenses. Thomas is a financial advisor who provides financial planning, educational seminars and selection of other advisors. Thomas has provided investment advisory services for high-net-worth individuals, pension and profit sharing plans and corporations or other 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.
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.
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.
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2
WV
11/03/2015 - Present
Private Client Services, LLC (Parkersburg WV)
WV
10/23/2002 - 10/29/2015
PRIMESOLUTIONS SECURITIES, INC. (PARKERSBURG WV)
MN
02/20/1991 - 09/24/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
06/10/1988 - 12/31/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 04/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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