Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Valentine David is a financial advisor with Rockport Wealth Advisors, with over 15 years of experience in the financial services industry. Thomas holds the Series 65 license and the SIE exam. Thomas has also earned the Certified Financial Planner and Personal Financial Specialist designations. Thomas specializes in providing financial planning services to individuals, high-net-worth individuals, corporations and charitable organizations. Thomas is also an adjunct faculty member at Lorain County Community College.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
06/26/2024 - Present
Rockport Wealth Advisors (FAIRVIEW PARK OH)
IA
Issued 12/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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