Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Saunders is a financial advisor with Winthrop Partners - WNY, LLC. Thomas has been a financial advisor for over 20 years and has experience in both the broker-dealer and investment advisory fields. Thomas holds the Series 7, 63, and 65 licenses. The firm specializes in providing financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. In addition to Winthrop Partners - WNY, LLC, Thomas has also worked with LPL Financial LLC, MBSC Securities Corporation, UVEST Financial Services Group, Inc., and Brown Brothers Harriman & Co.. The advisor's firm also offers pension consulting and educational seminars.
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.
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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NY
07/30/2021 - Present
Winthrop Partners - WNY, LLC (BUFFALO NY)
PA
04/07/2010 - 07/15/2014
LPL FINANCIAL LLC (PLYMOUTH MEETING PA)
PA
08/27/2009 - 03/15/2010
MBSC SECURITIES CORPORATION (PHILADELPHIA PA)
PA
09/27/2007 - 01/09/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WAYNE PA)
PA
10/01/2000 - 06/15/2007
BROWN BROTHERS HARRIMAN & CO. (PHILADELPHIA PA)
IA
Issued 11/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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