Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Hellings is a financial advisor with over 30 years of experience in the industry. He is registered with the state of Pennsylvania to offer both investment advisory and brokerage services. Thomas is currently employed by Girard Advisory Services, LLC and Girard Pension Services, LLC. Thomas is also a Principal with both firms. He has passed the Series 6, 7, 24, 53, 63, 65 and 66 exams, along with the Series 14 and the SIE exam.
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
PA
09/15/2016 - Present
Girard Advisory Services, LLC (SOUDERTON PA)
PA
06/09/1999 - 07/19/2012
SECURITIES AMERICA, INC. (LANGHORNE PA)
PA
10/27/1992 - 06/07/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
04/02/1991 - 06/19/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/02/1991 - 06/19/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/20/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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