Unclaimed
Thomas William Klamo is a financial advisor with over 20 years of experience in the financial services industry. Thomas is currently registered with MML Investors Services, LLC and holds Series 66, SIE and Series 7 licenses. Thomas has previously worked with MSI Financial Services, INC. and New England Securities. Thomas's focus is on providing financial planning, portfolio management for individuals and businesses, asset allocation programs, selection of other advisors, and pension consulting. Thomas is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Nevada, New York, Pennsylvania, and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
02/28/2022 - Present
MML Investors Services, LLC (Southfield MI)
MI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
09/17/2002 - 01/02/2015
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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