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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 George Schreck has been in the financial services industry since 1994. Thomas is currently registered with Morgan Stanley in Pennsylvania and Texas. Thomas has previously worked at Janney Montgomery Scott LLC, First Union Securities, Inc., First Union Brokerage Services, Inc., First Clearing Corporation, and Meridian Securities, Inc.. Thomas has passed the Series 63, Series 65, Series 7, and the SIE exams. Thomas provides financial planning, pension consulting, and portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/05/2024 - Present
Morgan Stanley (Wyomissing PA)
PA
10/27/2000 - 12/21/2010
JANNEY MONTGOMERY SCOTT LLC (WYOMISSING PA)
MO
10/01/2000 - 11/17/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/06/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
07/19/1996 - 09/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
10/05/1994 - 08/19/1996
MERIDIAN SECURITIES, INC.
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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