Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alan Masters is a financial advisor who has been in the industry since 1979. Thomas is currently registered with Private Advisor Group, LLC in Pennsylvania. Previously, Thomas has been affiliated with firms such as WRP Investments, Inc., Janney Montgomery Scott LLC, Parker/Hunter Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, M. Waddell and Towne, Inc., Babbitt, Myers & Company, Inc., and Financial Estate Planning. Thomas is licensed in a number of states including California, Connecticut, Florida, Georgia, Kansas, Nevada, Ohio, and Pennsylvania. Thomas specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
03/13/2014 - Present
Private Advisor Group, LLC (NEW CASTLE PA)
PA
08/28/2009 - 03/13/2014
WRP INVESTMENTS, INC. (NEW CASTLE PA)
PA
06/25/2005 - 09/04/2009
JANNEY MONTGOMERY SCOTT LLC (NEW CASTLE PA)
PA
03/01/1985 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NA
11/12/1981 - 03/11/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/08/1981 - 12/10/1981
M. WADDELL AND TOWNE, INC.
NA
12/27/1979 - 05/24/1981
BABBITT, MYERS & COMPANY, INC.
NA
11/23/1979 - 02/10/1980
FINANCIAL ESTATE PLANNING
BOTH
Issued 05/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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