Unclaimed
Thomas Wellington Bishop is a registered representative with Valmark Securities, Inc. in Gloucester, MA. Thomas has been in the financial services industry since August 30, 1986. He is a Series 6, 7, 24, 63 and SIE licensed individual. Thomas has previously worked with several firms including Commonwealth Financial Network, Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., Manequity, Inc., Carillon Investments, Inc., New England Securities, Linsco/Private Ledger Corp., Linsco Financial Group, Inc., Chubb Securities Corporation, and Connecticut Mutual Life Insurance Company. Thomas is registered in California, Florida, Massachusetts, Mississippi, New Hampshire, Oregon and Wyoming.
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.
1
2
MA
07/01/2013 - Present
Valmark Securities, Inc. (Gloucester MA)
MA
02/24/1998 - 12/12/2007
COMMONWEALTH FINANCIAL NETWORK (BEVERLY MA)
AZ
01/31/1997 - 02/24/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
06/21/1994 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
06/17/1993 - 07/08/1994
MANEQUITY, INC. (BOSTON MA)
OH
02/09/1987 - 06/15/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
11/06/1991 - 04/07/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
SC
12/16/1989 - 05/08/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/18/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
08/30/1982 - 02/24/1987
CHUBB SECURITIES CORPORATION
NA
09/05/1980 - 03/23/1982
CONNECTICUT MUTUAL LIFE INSURANCE COMPANY
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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