Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Joseph Thomas is an investment advisor representative registered with LPL Financial LLC. Timothy has been in the industry since 1998. Timothy is a licensed representative of LPL Financial LLC and has been registered with LPL since 2022. Timothy is also registered with the state of Illinois and has Series 65 and 66 licenses. Timothy's previous experience includes work at MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.
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.
1
2
IL
06/08/2022 - Present
LPL Financial LLC (SPRINGFIELD IL)
IL
03/25/2017 - 07/01/2020
MML INVESTORS SERVICES, LLC (SPRINGFIELD IL)
IL
06/16/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD IL)
IL
06/16/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SPRINGFIELD IL)
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Thomas is the right advisor for you? Invested Better is here to help.
