Unclaimed
Thomas Rowland is a financial advisor with On Investment Management Co. located in Cincinnati, Ohio. Thomas Rowland has been in the financial services industry since 2018. Thomas Rowland is registered with the state of Ohio and holds Series 66, 24, 7TO 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
OH
07/25/2023 - Present
ON Investment Management Co. (Cincinnati OH)
OH
04/30/2022 - 07/10/2023
PNC INVESTMENTS (CLEVELAND OH)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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