Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Rey Schalk is a financial advisor based in Gainesville, TX, and has been in the industry since August 15, 2006. Thomas Rey Schalk is currently registered with SPC in Gainesville, TX and Ann Arbor, MI. Thomas Rey Schalk has previously worked for PROEQUITIES, INC., WFG INVESTMENTS, INC., ING FINANCIAL ADVISERS, LLC, and PLANCO FINANCIAL SERVICES, LLC.
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.
Consultation services
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.
Seminar attendance fees
1
2
TX
01/02/2015 - Present
SPC (GAINESVILLE TX)
TX
05/09/2011 - 08/29/2011
PROEQUITIES, INC. (AUSTIN TX)
TX
12/11/2009 - 06/28/2010
WFG INVESTMENTS, INC. (AUSTIN TX)
TX
11/13/2009 - 12/14/2009
ING FINANCIAL ADVISERS, LLC (AUSTIN TX)
CT
07/31/2002 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 11/23/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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