linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas P Wilson

Park Avenue Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas P Wilson

Thomas Wilson is a financial advisor at Park Avenue Securities LLC. Thomas has been in the securities industry since 1997 and has held registrations in both the Broker-Dealer and Investment Advisor capacities. Thomas has experience with a range of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Thomas specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Thomas Wilson is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Wilson’s Registration & Firm History

OH

05/26/2021 - Present

Park Avenue Securities LLC (CINCINNATI OH)

OH

01/11/2013 - 05/07/2021

HORNOR, TOWNSEND & KENT, LLC (CINCINNATI OH)

OH

02/02/2001 - 11/16/2012

PARK AVENUE SECURITIES LLC (CINCINNATI OH)

MA

03/12/1997 - 02/21/2001

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

Not sure if Thomas P Wilson is right for you?

Licenses & Designations

BOTH

Issued 06/18/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas P Wilson.
Not sure if Thomas P Wilson is right for you?