Unclaimed
Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC. Thomas is a licensed insurance agent and specializes in financial planning, portfolio management, and educational seminars. Thomas has been with Strategic Wealth Investment Group, LLC since May 2017 and is registered in Colorado, Illinois, Kentucky, North Carolina, Texas, Virginia, and Wisconsin. Thomas obtained his Series 65 license on December 1, 2017.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
12/26/2023 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
IA
Issued 12/01/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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