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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 Williams is a financial advisor with Savant Wealth Management. Thomas has over 20 years of experience in the financial services industry. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, and 66 securities licenses. Thomas has previously worked at Walnut Street Securities, Inc. and 1st Global Capital Corp. Thomas Williams focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and non-profit organizations. Thomas currently works out of the Wyomissing, PA office of Savant Wealth Management.
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.
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
PA
05/12/2023 - Present
Savant Wealth Management (Wyomissing PA)
CA
02/10/1999 - 01/01/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
10/20/1998 - 02/10/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 11/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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