Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Patrick Olexa is an experienced financial advisor with over 35 years of experience in the financial services industry. Thomas is currently registered with Hightower Advisors, LLC and has been actively involved in providing financial advice and investment management services to a wide range of 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
02/16/2023 - Present
Hightower Advisors, LLC (Naples FL)
IL
07/16/2012 - 02/10/2023
VALMARK SECURITIES, INC. (SCHAUMBURG IL)
IL
02/01/2006 - 07/19/2012
WOODBURY FINANCIAL SERVICES, INC. (SCHAUMBURG IL)
IL
06/01/2005 - 02/02/2006
AXA ADVISORS, LLC (SCHAUMBURG IL)
NY
09/22/1987 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/22/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 12/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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