Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Owiti is a financial professional with over a decade of experience in the industry. Tom is a Registered Investment Advisor Representative with Beacon Wealth Consultants, Inc., a firm with a strong focus on providing financial guidance and planning services to individuals, families, and businesses. Tom previously worked with PFS Investments Inc. and Wells Fargo Advisors, LLC. Tom has a broad range of expertise and a commitment to helping clients achieve their financial goals. Tom holds a Series 7 and Series 66 license. Tom is also a Chartered Financial Consultant (ChFC). Tom is committed to providing personalized financial solutions to individuals and families. Tom is also involved in the community and provides financial education to various organizations. Tom is a Principal and Owner of Parousia Life Matter, LLC, a financial services business offering financial coaching, consulting, advisory and planning services to families and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate administration, legacy coaching
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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MI
09/03/2024 - Present
Beacon Wealth Consultants, Inc. (Lansing MI)
WI
04/26/2016 - 12/31/2017
PFS INVESTMENTS INC. (MADISON WI)
MI
01/11/2013 - 06/04/2014
WELLS FARGO ADVISORS, LLC (BATTLE CREEK MI)
BOTH
Issued 01/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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