Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Schubert is a financial advisor with Truist Advisory Services, Inc. Thomas is a seasoned financial professional with over 20 years of experience in the industry. Thomas is a Registered Representative and Investment Advisor Representative, and is licensed in numerous states. Thomas's specialties include Financial Planning and Portfolio Management. He works with a wide range of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Thomas was previously with BB&T Securities, LLC and Janney Montgomery Scott LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
11/03/2021 - Present
Truist Advisory Services, Inc. (KING OF PRUSSIA PA)
VA
05/09/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
05/03/2014 - 05/10/2017
JANNEY MONTGOMERY SCOTT LLC (POTTSTOWN PA)
PA
04/23/2009 - 01/16/2014
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
12/23/1999 - 01/14/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
DE
07/14/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
BOTH
Issued 05/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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