Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wesley Remmey is a Registered Representative and Investment Adviser Representative. Thomas has been in the industry since 1997 and is currently registered with Girard Advisory Services, LLC. Previously, Thomas has worked for Allstate Financial Services, LLC, Raymond James Financial Services, Inc, CCO Investment Services Corp, Univest Investments, Inc, Bestvest Investments, Ltd, Cresap, Inc, PaineWebber Incorporated and Valley Forge Asset Management Corp.
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.
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.
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2
PA
10/30/2015 - Present
Girard Advisory Services, LLC (Souderton PA)
PA
02/05/2015 - 10/26/2015
ALLSTATE FINANCIAL SERVICES, LLC (LANGHORNE PA)
PA
01/03/2014 - 01/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (PERKASIE PA)
PA
09/09/2013 - 01/06/2014
CCO INVESTMENT SERVICES CORP. (RICHBORO PA)
PA
06/30/2008 - 09/04/2013
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
PA
05/20/2005 - 06/19/2008
BESTVEST INVESTMENTS, LTD. (EAST NORRITON PA)
PA
05/08/1999 - 04/21/2005
CRESAP, INC. (RADNOR PA)
NJ
02/18/1998 - 04/09/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
PA
06/18/1997 - 11/11/1997
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
MA
02/05/1997 - 06/18/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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