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 Talbott is a financial advisor with Stewardship Advisors, LLC. Thomas is a Certified Financial Planner with over 25 years of experience in the financial services industry. Thomas provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Thomas holds Series 6, 7, 26, 63 and 65 licenses.
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.
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2
PA
11/06/2015 - Present
Stewardship Advisors, LLC (MOUNT JOY PA)
PA
08/01/1994 - 05/12/2010
AXA ADVISORS, LLC (LANCASTER PA)
NY
08/01/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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