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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Daniel Wilson is an investment advisor representative at JFS Wealth Advisors, LLC in Pittsburgh, PA. Thomas Wilson has been in the industry for over 20 years. He is a certified financial planner and holds Series 7, 63, and 65 licenses. Thomas Wilson has previously worked at Prospera Financial Services, Inc., Janney Montgomery Scott LLC, and First Republic Group, LLC. Thomas Wilson specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and corporations. He also provides credit, cash management, and insurance solutions.
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.
Credit, cash management, & insurance solutions
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.
Revenue sharing on eligible credit, cash management, & insurance
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2
PA
11/26/2014 - Present
JFS Wealth Advisors, LLC (PITTSBURGH PA)
CA
06/02/2010 - 08/01/2014
PROSPERA FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
PA
10/11/2001 - 03/23/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
07/19/2001 - 08/30/2001
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
BC
Issued 03/29/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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