Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Kovach is a financial advisor with LPL Financial LLC. Thomas has been in the financial services industry since October 2001. Thomas has been registered with LPL Financial LLC since July 2021. Prior to joining LPL Financial LLC, Thomas was registered with WADDELL & REED from October 2001 until July 2021. Thomas holds the Series 6, Series 7TO and SIE securities licenses. Thomas is also a Certified Financial Planner. Thomas provides financial planning, consulting, and portfolio management services to individual and business clients. Thomas has offices in Dublin, Ohio.
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.
Consulting and other non-discretionary advisory services
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
OH
07/21/2021 - Present
LPL Financial LLC (DUBLIN OH)
OH
10/08/2001 - 07/21/2021
WADDELL & REED (DUBLIN OH)
BC
Issued 05/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Kovach is the right advisor for you? Invested Better is here to help.
