Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Meadors is an investment advisor representative at Wells Fargo Clearing Services, LLC. Tom has over 20 years of experience in the financial services industry. Tom holds the Series 7, 9, 10, 66, and SIE licenses and is registered in Alabama, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Missouri, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Utah, and Virginia. Tom specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals. Tom previously worked at UBS Financial Services Inc. in Weehawken, New Jersey.
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.
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.
Investment consulting services to institutional clients
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
NC
01/31/2020 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NJ
08/29/2001 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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