Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomson? Claim Your ProfileThomson Clark Chew is a registered representative with LPL Financial LLC. Thomson has been in the financial services industry since 2011. They have experience with several firms, including Cadaret, Grant & Co., Inc. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Thomson holds Series 6, 7, 63, 65 and SIE licenses. They specializes in providing investment advice and financial planning services to individuals, businesses, and charitable organizations. Thomson is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/01/2024 - Present
LPL Financial LLC (WATERLOO NY)
NY
06/06/2020 - 08/02/2024
CADARET, GRANT & CO., INC. (Waterloo NY)
NY
04/05/2016 - 01/30/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)
NY
09/26/2014 - 03/28/2016
PRINCOR FINANCIAL SERVICES CORPORATION (ROCHESTER NY)
NY
03/28/2012 - 09/29/2014
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
NY
06/29/2011 - 12/16/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRPORT NY)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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