Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McInerney is a financial advisor with over 40 years of experience in the industry. He currently serves as a Registered Representative and Investment Advisor Representative at Insight Advisors, LLC. Thomas joined Insight Advisors in 2013, bringing with him a wealth of experience from previous roles at Wells Fargo Advisors, LLC, UBS Financial Services Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Throughout his career, Thomas has developed expertise in providing financial planning, pension consulting, and portfolio management services to individuals and high-net-worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
08/02/2013 - Present
Insight Advisors, LLC (NEWTOWN PA)
PA
04/04/2005 - 08/02/2013
WELLS FARGO ADVISORS, LLC (NEWTOWN PA)
NJ
09/18/1991 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/09/1982 - 10/02/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/22/1980 - 12/15/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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