Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Colgate Pyle has been in the financial services industry since 1987. Thomas is currently registered with IBN Financial Services, Inc. and IBN Advisory Services, Inc. Thomas is also licensed in Maryland, Massachusetts, New Hampshire, New York and Vermont. Thomas has a strong background in insurance, with over 40 years of experience in the field. Thomas is dedicated to providing clients with personalized financial advice and guidance. Thomas's goal is to help clients achieve their financial goals and aspirations.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
04/01/2024 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
VT
01/02/2008 - 04/01/2024
AGES FINANCIAL SERVICES, LTD. (FAIR HAVEN VT)
VT
02/08/2006 - 12/21/2007
SECURITIES MANAGEMENT & RESEARCH, INC. (RUTLAND VT)
NY
09/13/2001 - 12/31/2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
01/19/2001 - 09/21/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/03/1999 - 01/23/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/06/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/03/1987 - 02/17/1989
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
03/03/1987 - 02/17/1989
TRANSAMERICA SECURITIES SALES CORPORATION
NA
08/25/1986 - 12/06/1986
MONY SECURITIES CORP.
BOTH
Issued 04/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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