Thomas B. Hamlin is a licensed registered rep (Series 7) RR and fee based (RIA) advisor. CEO & CCO of Somerset Securities, Inc. Somerset Securities works with; mutual funds, alternative investments, private placements, DST-1031, opportunity zones (QOZ), variable annuities and other securities related business. Tom is also CEO & Founder of Somerset Wealth Strategies, LLC, working with fixed annuities, fixed index annuities, life insurance and other non-security related products. In addition Tom is CEO & Founder of Somerset Wealth Management, LLC; specializing in fee based RIA advisory services and Institutional style management through their relationship with TD Ameritrade Institutional and Schwab Institutional.Tom holds several securities and insurance licenses including: • Series 6 (variable annuities and mutual funds license)• Series 7 (securities license)• Series 24 (Office of Supervisory Jurisdiction Branch Managers license)• Series 63 (blue sky, allows selling securities in states outside of his resident state)• Series 65 (Registered Investment Advisor Representative, which allows selling on a fee-only basis)• Life and Disability License (which allows for the selling of insurance products and annuities)• Licensed to do business in 50 states for securities, wealth management and insurance products• Founder of “AnnuityFYI.com” the top independent fixed and variable annuity resource in the country (based on content, media mentions hits and recurring visitors) and is considered to have considerable expertise in the annuity industryTom is in his 32nd year as a financial professional (1990) and is responsible for placing assets of over $1,200,000,000 (1.2 billion) with nearly 5,000 clients 50 states, 3 territories as well as internationally.
Listed skills include Investments, Fixed Annuities, Strategic Planning, Insurance, and 25 others.
