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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 Taranto is a financial advisor at Hbks Wealth Advisors. Thomas has been in the industry since 2008 and has experience in providing investment advice to individuals, corporations, and charitable organizations. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, 66, and 99TO licenses. Thomas holds a Certified Financial Planner designation and has experience working with clients across a broad range of financial planning needs. Thomas's experience at Purshe Kaplan Sterling Investments and Edward Jones provides them with a unique perspective to serve their clients.
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.
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
OH
12/08/2015 - Present
Hbks Wealth Advisors (CANFIELD OH)
OH
02/08/2011 - 01/05/2021
PURSHE KAPLAN STERLING INVESTMENTS (Canfield OH)
OH
02/25/2008 - 09/24/2009
EDWARD JONES (COLUMBUS OH)
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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