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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 Ponce is an investment advisor representative with Prosperity Capital Advisors, registered with the state of Illinois, Missouri and Texas. Thomas has been in the financial services industry since 2014. Thomas specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Thomas is also a licensed insurance agent and works with the local chapter of the American Financial Education Alliance.
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.
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.
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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OH
05/16/2024 - Present
Prosperity Capital Advisors (WESTLAKE OH)
IA
Issued 01/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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