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M Thomas Pablo

Main Street Financial Solutions, LLC

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About M Thomas Pablo

M Thomas Pablo, Jr. is a financial advisor with Main Street Financial Solutions, LLC, and has over 18 years of experience in the financial services industry. M Thomas Pablo, Jr. is registered with FINRA and the states of Maryland and Virginia. M Thomas Pablo, Jr. is a CERTIFIED FINANCIAL PLANNER™ professional. M Thomas Pablo, Jr. also holds the Series 66 and Series 7 securities licenses. M Thomas Pablo, Jr. is a financial advisor providing services to individuals, businesses, and charitable organizations. M Thomas Pablo, Jr. has also been a contributing teacher at Brett Danko, LLC, a financial planning educational service. M Thomas Pablo, Jr. provides financial planning services and portfolio management for individuals and businesses.

Firm Information

M Pablo is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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M Pablo’s Registration & Firm History

PA

03/25/2020 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

PA

11/18/2011 - 08/21/2013

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DOYLESTOWN PA)

DC

10/21/2004 - 11/22/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 12/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for M Thomas Pablo.
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