Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Moyer is a financial advisor who has been in the industry since 1990. He is currently registered with Wealth Enhancement Advisory Services, LLC and is a Certified Financial Planner. Thomas Moyer has also held previous positions with LPL Financial LLC, SII Investments, Inc., Essex National Securities, Inc., AXA Advisors, LLC, Financial Northeastern Securities, Inc. and Charles Schwab & Co., Inc.. He is licensed to provide investment advice in 25 states. Thomas Moyer is a Registered Investment Advisor in New Jersey.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
07/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NJ
01/19/2018 - 06/30/2021
MUTUAL SECURITIES, INC. (Parsippany NJ)
NJ
11/08/2012 - 01/19/2018
LPL FINANCIAL LLC (PARSIPPANY NJ)
NJ
09/05/2008 - 11/13/2012
SII INVESTMENTS, INC. (PARSIPPANY NJ)
CA
03/14/2002 - 09/30/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
03/07/2000 - 04/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
NJ
02/03/1989 - 02/14/2000
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
NA
04/29/1988 - 01/09/1989
CHARLES SCHWAB & CO., INC.
BOTH
Issued 04/08/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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