Unclaimed
Thomas Schatzman is a registered representative with Wells Fargo Advisors Financial Network, LLC. Thomas has been in the industry since 1992 and has a broad range of experience, having previously worked with Morgan Stanley Smith Barney and Wedbush Securities. Thomas specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. Thomas is also a registered representative in Pennsylvania.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
10/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SCRANTON PA)
Active
Inactive
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