Thomas Wielgus
LPL Financial Investment Advisor Representative, ChFC, CPA
LICENSES AND PROFESSIONAL DESIGNATIONS
- Chartered Financial Consultant
- LPL Financial Investment Advisor Representative (IAR)
- Certified Public Accountant
- FINRA Securities Licenses: Series 6, 7, 63, 65 registrations held with LPL Financial
- Insurance Licenses: State of Washington Life, Health, Disability
PROFESSIONAL EXPERIENCE
- Offering financial guidance and counsel, investments and insurance since 1989.
EDUCATION
- Masters Degree (Finance & Economics) Northwestern University - Evanston, Illinois
- Bachelors Degree (Accounting) Roosevelt University - Chicago, Illinois