Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gerard Schneider is a financial advisor with over 30 years of experience. Thomas is currently registered with Independence Capital Co., Inc. in Ohio and Indiana. He has a strong background in the financial services industry, holding both Series 7 and Series 63 licenses, as well as a Series 24 license. Thomas has worked at several firms, including Concorde Investment Services, LLC, Professional Asset Management, Inc., and Brecek & Young Advisors, Inc. Thomas provides financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/05/2016 - Present
Independence Capital CO., Inc. (PARMA OH)
OH
04/18/2011 - 12/31/2015
CONCORDE INVESTMENT SERVICES, LLC (MEDINA OH)
OH
12/01/2006 - 04/20/2011
PROFESSIONAL ASSET MANAGEMENT, INC. (MEDINA OH)
OH
03/05/2001 - 12/12/2006
BRECEK & YOUNG ADVISORS, INC. (MEDINA OH)
OH
09/12/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
01/03/1995 - 09/19/2000
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
CA
11/27/1984 - 12/31/1994
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
06/10/1982 - 12/11/1984
FSC SECURITIES CORPORATION
NA
10/21/1981 - 04/14/1982
BEACHWOOD INVESTMENTS, INC.
BC
Issued 11/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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