Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Pressey is a financial advisor at Good Life Advisors, LLC, a Registered Investment Advisor (RIA) firm with offices in Reading, PA and Plainwell, MI. Thomas has been in the financial services industry since 1998 and holds the Series 7, Series 63, and Series 66 licenses. Thomas specializes in financial planning, investment management, and educational seminars for individuals, families, and businesses. He is also a licensed insurance agent. Thomas is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
PA
06/02/2015 - Present
Good Life Advisors, LLC (READING PA)
MI
09/20/2011 - 06/01/2015
PNC INVESTMENTS (DELTON MI)
MI
08/20/2009 - 10/05/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (KALAMAZOO MI)
MI
01/03/2007 - 08/20/2009
MUTUAL SERVICE CORPORATION (KALAMAZOO MI)
MI
03/06/2006 - 12/31/2006
H. BECK, INC. (PLAINWELL MI)
MI
07/27/1998 - 02/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (KALAMAZOO MI)
MN
07/27/1998 - 02/01/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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