Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Romanowski is an investment advisor representative with Jacobi Capital Management, LLC, and is based in Pittston, Pennsylvania. Thomas has been in the industry for more than 7 years. Thomas is registered with the state of Pennsylvania as a registered representative and investment advisor. They have licenses for Series 66, SIE, and Series 7. Thomas has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Thomas is dedicated to providing clients with the best possible service and helping them achieve their financial goals. They are also a member of the Wyoming Seminary Alumni Council.
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.
1
2
PA
05/23/2022 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
07/16/2015 - 05/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Romanowski is the right advisor for you? Invested Better is here to help.
