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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Skelton is a financial advisor in Warren, Pennsylvania. Thomas is registered with B. Riley Wealth Advisors, Inc. He is a Certified Financial Planner. Thomas has been in the industry since 2012. His previous firms include Cetera Investment Services LLC, OBS Brokerage Services, Inc., Northwest Savings Bank, Northwest Advisors, Inc., United Advisors Services, and National Asset Management. He has also worked with Calvert Pearson Insurance Group, Hemlock Wealth Management, LLC, and Skelton Financial LLC. Thomas's professional licenses include Series 63, Series 65, Series 7 and SIE.
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
09/13/2020 - Present
B. Riley Wealth Advisors, Inc. (Warren PA)
PA
12/11/2013 - 08/29/2017
CETERA INVESTMENT SERVICES LLC (WARREN PA)
OH
05/07/2013 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (WHITEHOUSE OH)
BC
Issued 05/15/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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