Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilson Weisel is a financial professional with over 50 years of experience in the securities industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. in San Francisco, California. Thomas has a broad range of experience, specializing in areas such as investment banking, financial planning, and portfolio management. Prior to joining Stifel, Nicolaus & Company, Inc., Thomas was with THOMAS WEISEL PARTNERS LLC, NATIONSBANC MONTGOMERY SECURITIES LLC, MONTGOMERY SECURITIES, and WILLIAM HUTCHINSON & CO., INC.
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.
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.
1
2
CA
07/10/2010 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
01/04/1999 - 07/20/2010
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 10/29/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
12/15/1971 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NA
05/27/1970 - 10/01/1971
WILLIAM HUTCHINSON & CO., INC.
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/14/1970
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1968
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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