Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Williford Thomas is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Cleveland, Tennessee. Thomas has been in the securities industry for over 30 years, and is registered with the state of Tennessee and as a resident in Texas. Thomas has a diverse background in the financial industry, having previously worked with RAYMOND JAMES & ASSOCIATES, INC. and NATIONSSECURITIES. Thomas has extensive experience in investment advising, and is well-versed in a variety of financial planning and advisory services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
01/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (CLEVELAND TN)
FL
08/29/1995 - 10/31/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
12/07/1993 - 08/14/1995
NATIONSSECURITIES
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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