Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Mesa Thomas is a registered representative with J.P. Morgan Securities LLC in Lexington, Kentucky. Will has been in the securities industry since 2011. Will is registered with the states of Florida, Georgia, and Kentucky. Will holds the Series 6, Series 63, and SIE licenses. Will has experience in investments and financial planning. Will has a specialization in investments, specializing in mutual funds, variable annuities, life insurance, fixed annuities, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
KY
10/01/2012 - Present
J.p. Morgan Securities LLC (LEXINGTON KY)
KY
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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