Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Copley is a financial advisor with over 16 years of experience in the industry. Thomas is registered to provide investment advice in all 50 states and the District of Columbia. Thomas is affiliated with Stratos Wealth Partners, Ltd, which provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Prior to joining Stratos Wealth Partners, Ltd., Thomas was with Key Investment Services LLC and KeyBanc Capital Markets Inc. Thomas has a wide range of experience in the financial services industry and is committed to providing his clients with personalized 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.
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.
Percentage of assets under management with third party managers
1
2
OH
04/28/2022 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
04/05/2021 - 04/18/2022
INVERNESS SECURITIES, LLC (CLEVELAND OH)
OH
12/20/2007 - 01/15/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
08/29/2006 - 11/09/2007
KEYBANC CAPITAL MARKETS INC. (BROOKLYN OH)
NY
04/12/2004 - 12/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
11/11/2003 - 01/28/2004
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 07/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 05/03/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/17/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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