Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Halchak is a financial advisor associated with United Planners' Financial Services of America A Limited Partner. Thomas has been in the financial industry since November 19, 2002. Thomas is a registered representative in Florida. Thomas is also licensed to sell securities and variable products. Thomas has passed the Series 6 and the Securities Industry Essentials (SIE) Exam. Thomas was previously associated with Securities America, Inc. and Investcorp, Inc. Thomas is located in Clearwater, Florida and can be reached at the branch office located at 2555 Enterprise Rd., Ste. 6, Clearwater, Florida 33761.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/26/2021 - Present
United Planners' Financial Services OF America A Limited Partner (CLEARWATER FL)
FL
07/17/2020 - 04/26/2021
SECURITIES AMERICA, INC. (CLEARWATER FL)
FL
11/19/2002 - 07/17/2020
INVESTACORP, INC. (CLEARWATER FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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