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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Francis xavier McNally is an investment advisor representative with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions. Thomas is registered with the state of Texas and Virginia and has been in the industry since January 2005. He is a Chartered Financial Analyst. His current employment is with Clearstead Advisory Solutions located in Norfolk, Virginia.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
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VA
04/24/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (Norfolk VA)
IA
Issued 01/20/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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