Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Zirbes is a financial advisor with over 38 years of experience in the industry. Thomas holds a Series 6, 7, 63 and 65 licenses and is registered with TLG Advisors, Inc.. Prior to joining TLG Advisors, Inc., Thomas was registered with PARK AVENUE SECURITIES LLC. Thomas has a wide range of experience working with individuals, families, businesses and charitable organizations. He specializes in financial planning, portfolio management, and institutional fund placement.
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.
Placement of institutional funds
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
DE
06/24/2022 - Present
TLG Advisors, Inc. (Dewey Beach DE)
CA
03/08/2019 - 06/01/2022
PARK AVENUE SECURITIES LLC (SAN RAMON CA)
MN
02/16/2001 - 03/06/2019
CRI SECURITIES, LLC (ST. PAUL MN)
MN
02/29/1988 - 03/06/2019
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
08/02/1984 - 02/27/1988
PRUCO SECURITIES CORPORATION
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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