Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W? Claim Your ProfileW Blair Thomas is a registered representative of Charles Schwab & Co., Inc. and has been in the securities industry since July 5, 1991. Blair has experience in providing financial planning advice and investment management services. Blair has been affiliated with Charles Schwab & Co., Inc. since February 20, 2013. Previously, Blair was associated with Value Line Securities, Inc., Lawson Financial Corporation, and Blinder, Robinson & Co., Inc. Blair holds the Series 63, Series 66, Series 7, Series 8, Series 9, Series 10 and SIE licenses. Blair is also registered with the states of California and Colorado.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
02/20/2013 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
12/16/1991 - 08/02/1993
VALUE LINE SECURITIES, INC. (NEW YORK NY)
AZ
05/01/1990 - 05/30/1990
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
NA
11/23/1988 - 04/04/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1988
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 12/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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