Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Mantych is a financial advisor with over 24 years of experience in the financial services industry. Thomas is registered with Global Retirement Partners LLC, a Registered Investment Advisor, as well as with LPL Financial, a broker-dealer. Thomas has a wide range of experience working with individual investors, businesses, retirement plans and charities. Thomas is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
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
12/15/2022 - Present
Global Retirement Partners LLC (Lisle IL)
IL
03/29/2022 - 09/13/2022
TRIAD ADVISORS LLC (Rolling Meadows IL)
IL
02/02/2022 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)
IL
03/26/2019 - 12/21/2021
USI SECURITIES, INC. (Chicago IL)
MA
10/21/2014 - 01/17/2019
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
NY
06/01/2009 - 08/20/2014
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
03/18/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/27/1998 - 04/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
01/23/1998 - 06/26/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
06/28/1990 - 02/18/1993
KEMPER FINANCIAL SERVICES, INC.
BOTH
Issued 01/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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