Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Genco is a financial advisor with over 25 years of experience in the financial services industry. Thomas is registered with Lincoln Investment and Capital Analysts, and Beacon Financial Advisory LLC. Thomas is also a Certified Financial Planner. Thomas has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Thomas's specializations include retirement planning, investment management, insurance, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/11/2024 - Present
Lincoln Investment (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
06/12/2007 - 05/21/2010
SANDERS MORRIS HARRIS INC. (CLEVELAND OH)
OH
09/09/1998 - 06/15/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
09/09/1998 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
11/28/1997 - 09/10/1998
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Genco is the right advisor for you? Invested Better is here to help.
