Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Clooney is an investment advisor representative at Retirement Plan Advisors, LLC. Thomas has been working in the financial industry since 2002. He has a Series 7, Series 66, and SIE registration. Thomas is currently registered in Delaware, Maryland, Massachusetts, New Jersey, Pennsylvania and Virginia. He has worked for various financial institutions like Fidelity Brokerage Services LLC, PNC Investments, and E*TRADE Securities LLC. He is also registered as an investment advisor representative 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.
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.
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2
IL
11/04/2020 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
PA
05/23/2019 - 11/10/2020
E*TRADE SECURITIES LLC (KING OF PRUSSIA PA)
NJ
05/12/2010 - 05/22/2019
CHARLES SCHWAB & CO., INC. (MOORESTOWN NJ)
NJ
04/06/2009 - 04/30/2010
PNC INVESTMENTS (MARMORA NJ)
NJ
06/17/2003 - 03/24/2009
FIDELITY BROKERAGE SERVICES LLC (MARLTON NJ)
MA
09/17/2002 - 06/18/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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