Unclaimed
Thomas Whitmore is a financial advisor with PFS Investments Inc. based in Troy, Michigan. Thomas is a licensed and registered financial advisor in eight states and has been in the financial services industry since March 13, 2016. Thomas specializes in investment company products and variable contracts, with experience in securities. He has a Series 6 license and has successfully completed the Series 63 and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
03/14/2016 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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