Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Evan Zewe is a financial advisor with over 30 years of experience. He is registered to provide investment advice and securities brokerage services in numerous states. Thomas is currently affiliated with Osaic Wealth, Inc. and has previously been employed by Securities America, Inc., National Planning Corporation, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Cambridge Investment Research, Inc., Linsco/Private Ledger Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. He is dedicated to helping individuals and families reach their financial goals. Thomas holds a Series 7, Series 24, Series 63, and Series 65 license. He is also a licensed insurance agent in Pennsylvania. Thomas is committed to providing his clients with personalized financial advice and guidance. He is known for his strong work ethic and commitment to helping his clients succeed.
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
06/14/2024 - Present
Osaic Wealth, Inc. (HERSHEY PA)
PA
10/19/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HERSHEY PA)
PA
08/26/2004 - 10/23/2017
NATIONAL PLANNING CORPORATION (HERSHEY PA)
CA
08/01/2003 - 08/26/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/07/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
04/01/1999 - 07/10/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
SC
02/24/1995 - 04/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/09/1993 - 03/01/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/1993 - 03/01/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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