Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fay is a financial advisor with over 30 years of experience in the financial services industry. Thomas is currently registered with Valmark Advisers, Inc. in Illinois, Virginia, Wisconsin and the District of Columbia. Thomas has a strong background in financial planning, portfolio management, and insurance services. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Thomas is a Chartered Financial Consultant (ChFC) and has a deep understanding of various investment products and strategies.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
IL
05/24/2024 - Present
Valmark Advisers, Inc. (Glenview IL)
IL
05/22/2003 - 11/24/2015
USI SECURITIES, INC. (CHICAGO IL)
VT
01/18/1999 - 05/22/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
04/23/1998 - 01/15/1999
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NJ
09/25/1992 - 04/29/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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