Unclaimed
Thomas Brent Strohl is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Stratos Wealth Partners, Ltd. and has been associated with the firm since May 2013. Thomas holds a Series 3, Series 7, and Series 63 license and is a Certified Financial Planner. Previously, Thomas was affiliated with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.
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.
Percentage of assets under management with third party managers
1
2
CA
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (San Diego CA)
CA
01/01/2008 - 06/03/2013
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
01/14/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
NY
03/19/1986 - 01/17/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 08/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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