Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Golonka is a financial advisor with over 30 years of experience in the industry. Thomas is currently a Managing Partner at Silverlake Wealth Management LLC, an investment advisory firm located in Williston, Vermont. Thomas has a comprehensive background in financial services, including experience with various firms such as LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Wachovia Securities, LLC. He has also held positions as Board Chair for Vermont Pension Investment Committee and Board Member for UVM Healthcare. Thomas Golonka is dedicated to providing his clients with personalized financial advice and comprehensive financial planning services.
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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VT
01/06/2017 - Present
Silverlake Wealth Management LLC (WILLISTON VT)
VT
12/06/2012 - 04/16/2020
LPL FINANCIAL LLC (WILLISTON VT)
VT
10/07/2005 - 12/07/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MONTPELIER VT)
MO
08/05/2000 - 10/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/02/1993 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
02/18/1992 - 07/12/1993
MCGINN, SMITH & CO., INC. (ALBANY NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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