Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Anthony Brennan is a financial advisor in Chalfont, PA. Thomas Brennan is registered with PFS Investments Inc. Thomas Brennan has been in the securities industry since May 19, 2022. Thomas Brennan has passed the Series 63, Series 65 and Series 6TO exams. Thomas Brennan has a background in sales and marketing and has worked in various industries prior to joining PFS Investments Inc. Thomas Brennan is also affiliated with Primerica Financial Services and may receive compensation from Primerica Client Services, Inc. for referrals of home security and automation products.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/22/2023 - Present
PFS Investments Inc. (CHALFONT PA)
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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