Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Byrne is a financial advisor currently registered with Charles Schwab & CO., Inc. based in Kunnletown, PA. Previously, Thomas worked at LPL FINANCIAL LLC in STROUDSBURG, PA and CITIGROUP GLOBAL MARKETS INC. in NEW YORK, NY. Thomas has been in the financial services industry since 1993.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PA
12/14/2017 - Present
Charles Schwab & CO., Inc. (Kunnletown PA)
PA
11/13/2012 - 12/01/2017
LPL FINANCIAL LLC (STROUDSBURG PA)
NY
06/16/2000 - 03/21/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/21/1998 - 05/22/2000
SCHRODER & CO. INC. (NEW YORK NY)
PA
10/24/1997 - 07/20/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
11/06/1996 - 10/08/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
GA
10/18/1996 - 11/27/1996
WMA SECURITIES, INC. (DULUTH GA)
NJ
02/06/1996 - 08/14/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
10/05/1992 - 01/23/1996
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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