Unclaimed
Thomas Bradley Breneisen is a financial advisor currently registered with Edward Jones. Thomas has been in the financial services industry since June 2, 1993. He has a broad range of experience with securities and investment products, having held licenses with several firms in the past. He is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). In addition to his financial advisory responsibilities, Thomas is a board member of the Muncy Historical Society.
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.
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.
See schedule d - miscellaneous
1
2
PA
03/06/2019 - Present
Edward Jones (MONTOURSVILLE PA)
NC
05/01/1998 - 09/01/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/01/1995 - 07/02/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
06/03/1993 - 03/03/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/03/1993 - 03/03/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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