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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 Beilstein is an Investment Advisor Representative at Bill FEW Associates, Inc., based in Pittsburgh, PA. He has been active in the financial services industry since 1991. Thomas specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. Thomas is a registered Investment Advisor Representative in Pennsylvania. He also holds the Series 7, Series 63, Series 65 and SIE licenses.
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
PA
08/06/2014 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
09/02/1997 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
CA
12/20/1995 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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