Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brennan is a financial advisor who has been in the industry since 2014. Thomas is currently registered with Cetera Investment Advisers LLC and has a Series 7TO, Series 63 and Series 65 licenses. Thomas has previously worked at Voya Financial Advisors, Inc., Northwestern Mutual Investment Services, LLC and Northwestern Mutual Life Insurance Company. Thomas works with individual investors, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Thomas also offers financial planning, portfolio management, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (BLUE BELL PA)
PA
01/13/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BLUE BELL PA)
PA
04/10/2017 - 01/07/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)
PA
11/19/2013 - 02/27/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 11/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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