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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 Proos is an investment advisor representative with Straight Path Wealth Management, located in Jenison, Michigan. Thomas has been in the financial services industry since 1999. Thomas has a wide range of experience and expertise and is able to offer a variety of financial planning and investment management services to both individuals and businesses. Thomas holds a Series 7, 31, 63, 65, and 66 licenses and the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
11/19/2021 - Present
Straight Path Wealth Management (JENISON MI)
MI
04/09/2018 - 07/24/2020
CETERA ADVISOR NETWORKS LLC (GRAND RAPIDS MI)
MI
11/02/2005 - 04/16/2018
LPL FINANCIAL LLC (GRAND RAPIDS MI)
MN
10/03/2003 - 10/31/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OH
03/17/2003 - 09/03/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
01/12/2001 - 02/11/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
10/27/2000 - 01/16/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
07/12/1999 - 01/16/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 08/04/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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