Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kessinger rathmell Wilson is a financial advisor with over 25 years of experience in the financial services industry. Thomas is currently registered with Orion Portfolio Solutions, LLC in Omaha, Nebraska. Thomas is a Chartered Financial Analyst (CFA) and holds the Series 7, Series 63, and SIE licenses. Thomas's experience includes working with various types of clients, including individuals, corporations, charitable organizations, and retirement plans. Thomas Kessinger rathmell Wilson is a valuable resource for individuals and organizations seeking financial advice and guidance.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/24/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
PA
06/05/1996 - 10/01/2001
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
IL
09/25/1995 - 01/19/1996
SHAW DATA SECURITIES, INC. (GENEVA IL)
NY
05/26/1992 - 06/23/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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