Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Robert Hannay is a financial advisor who is registered with Charles Schwab & CO., Inc. Thomas is registered to provide investment advice and securities trading in 51 states. Thomas has been in the industry since 2024. Thomas’s specializations include investment advice and securities trading. The firm is registered with FINRA and has a total of over 919,000 clients. The firm manages more than $50 billion in assets. Thomas’s main office location is at 1958 Summit Park Dr., Orlando, FL 32810.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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FL
03/29/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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