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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 Sowinski is a financial advisor with ON Investment Management Co. He has been in the industry since 1984 and is registered in Massachusetts, New Hampshire, and Rhode Island. Thomas has experience working with various clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
NH
03/01/2019 - Present
ON Investment Management Co. (Greenland NH)
OH
08/23/2000 - 12/31/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
09/25/1995 - 08/23/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NA
08/31/1995 - 09/22/1995
COMMONWEALTH EQUITY SERVICES, INC.
SC
03/29/1995 - 09/01/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/22/1993 - 02/09/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
02/07/1989 - 01/05/1993
CALVERT SECURITIES CORPORATION
MD
02/19/1986 - 01/05/1993
CALVERT SECURITIES CORPORATION (BETHESDA MD)
CT
03/02/1988 - 01/26/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
04/09/1984 - 02/24/1986
COMMONWEALTH EQUITY SERVICES, INC.
IA
Issued 07/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/06/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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