Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Hoyt is a financial advisor in Mansfield, Ohio. He has been in the financial services industry since February 1990 and is currently registered with LPL Enterprise, LLC. Thomas holds the Series 6, 7, and 66 securities licenses. Thomas has prior experience with several firms, including W&S Brokerage Services, PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc.. He is a licensed investment advisor and holds registrations with the states of Ohio and Virginia. Thomas provides consulting, financial planning, and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/14/2024 - Present
LPL Enterprise, LLC (COLUMBUS OH)
OH
10/10/2012 - 07/22/2020
W&S BROKERAGE SERVICES, INC. (ONTARIO OH)
OH
08/18/2011 - 08/09/2012
PNC INVESTMENTS (LOUDONVILLE OH)
OH
04/12/2010 - 08/23/2011
W&S BROKERAGE SERVICES, INC. (MANSFIELD OH)
OH
07/31/2007 - 03/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANSFIELD OH)
OH
03/12/2004 - 08/02/2007
A. G. EDWARDS & SONS, INC. (MANSFIELD OH)
NJ
10/25/1996 - 03/15/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
09/05/1996 - 10/09/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
08/08/1995 - 08/06/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
10/11/1994 - 08/10/1995
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NJ
10/29/1986 - 11/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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