Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Philipp is a financial advisor with Geneos Wealth Management, Inc. Thomas has been in the financial industry since 1999. Thomas has a broad range of experience serving individuals, families, businesses, and charitable organizations. Thomas has a deep understanding of the financial markets and can help you develop a financial plan that meets your unique needs. Thomas is also a Certified Financial Planner and a Chartered Financial Consultant.
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
TX
06/25/2013 - Present
Geneos Wealth Management, Inc. (COPPELL TX)
TX
08/25/2004 - 07/03/2013
HORNOR, TOWNSEND & KENT, INC. (GRAPEVINE TX)
NY
09/12/2001 - 08/20/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
09/14/1999 - 09/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/14/1999 - 09/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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