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Thomas Wellington Bishop

Valmark Securities, Inc.

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About Thomas Wellington Bishop

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.

Firm Information

Thomas Bishop is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Thomas Bishop’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Wellington Bishop.
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