Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kefalos is a financial advisor with Charles Schwab & CO., Inc. Thomas has been in the financial services industry since May 21, 2017. Thomas is registered with the state of Ohio as a Registered Representative and Investment Advisor Representative and is licensed to provide investment advice in 53 states and the District of Columbia. Thomas's firm manages more than $50 billion in assets and has over 900,000 clients. The firm offers financial planning, portfolio management, and a wrap fee program. Thomas is also a landlord and owns and maintains a rental property in Barberton, Ohio.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
06/02/2017 - Present
Charles Schwab & CO., Inc. (Richfield OH)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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