Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sokira is a financial advisor with over 25 years of experience in the financial services industry. Thomas is currently registered with LPL Financial LLC and is a Managing Partner with Sokira Financial Group LLC. He is also a Managing Partner with Anthem Financial Services, conducting 401(k) consulting. Thomas has held previous roles with National Planning Corporation, ADP Broker-Dealer, Inc., Morgan Stanley DW Inc., Prudential Investment Management Services LLC, and Wall Street Access. Thomas is licensed to provide investment advice in Georgia, New Hampshire, New Jersey, Pennsylvania, and Texas. He is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
11/29/2017 - Present
LPL Financial LLC (BASKING RIDGE NJ)
NJ
06/23/2010 - 11/29/2017
NATIONAL PLANNING CORPORATION (StIrling NJ)
NJ
01/26/2005 - 04/29/2010
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
03/04/2002 - 01/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/19/1997 - 04/11/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/03/1995 - 12/01/1996
WALL STREET ACCESS (NEW YORK NY)
IA
Issued 09/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Sokira is the right advisor for you? Invested Better is here to help.
