Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nemec is an investment advisor representative at Edelman Financial Engines, registered with the state of Kentucky, Ohio, and Texas. Thomas has a Series 63, Series 65 and Series 7 license. Thomas has been in the industry since June 1998. His experience includes working at Fidelity Brokerage Services LLC before joining Edelman Financial Engines. Thomas is a financial advisor who provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses. He has a specializations in various areas including financial planning, retirement planning, college savings, estate planning, and insurance. Thomas is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
OH
11/30/2016 - Present
Edelman Financial Engines (CINCINNATI OH)
OH
06/12/1998 - 02/22/2008
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
IA
Issued 03/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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