Unclaimed
Thomas Mancuso is an investment advisor representative associated with Prime Capital Financial. Thomas has been in the industry since December 2014. Thomas holds the Series 66 and Series 7 licenses. Thomas has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc. and Private Client Services, LLC. Thomas's office is located in Overland Park, KS.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/16/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/25/2018 - 12/10/2018
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
02/18/2016 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
02/10/2015 - 02/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
CA
12/10/2014 - 01/15/2015
WADDELL & REED (SAN DIEGO CA)
BOTH
Issued 02/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Thomas Mancuso is the right advisor for you? Invested Better is here to help.