Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bell Rutter is a financial advisor with over 30 years of experience in the financial services industry. Thomas currently works with Prosperity Wealth Management, Inc. Prior to that, Thomas worked with several other firms, including InterSecurities, Inc., USAllianz Securities, Inc. and Hackett Associates, Inc. Thomas specializes in financial planning, portfolio management for individuals, and selection of other advisors. Thomas has a strong understanding of the financial markets and a commitment to providing personalized financial advice to clients.
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.
Helps you choose top advisors aligned with your 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.
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
PA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (Schwenksville PA)
PA
08/07/2003 - 11/14/2007
INTERSECURITIES, INC. (GILBERTSVILLE PA)
MN
11/30/2001 - 08/08/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
PA
07/29/1998 - 11/30/2001
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
CA
03/08/1996 - 07/16/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
10/07/1994 - 10/31/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IN
06/07/1991 - 09/27/1994
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
TX
05/15/1990 - 04/30/1991
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
03/23/1990 - 06/04/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 04/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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