Years of Experience
5-20+ Years
KING OF PRUSSIA, PA
24 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Schubert is a financial advisor with Truist Advisory Services, Inc. Thomas is a seasoned financial professional with over 20 years of experience in the industry. Thomas is a Registered Representative and Investment Advisor Representative, and is licensed in numerous states. Thomas's specialties include Financial Planning and Portfolio Management. He works with a wide range of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Thomas was previously with BB&T Securities, LLC and Janney Montgomery Scott LLC.
SPECIALIZATIONS
CAMP HILL, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Aumen is an investment advisor representative at LPL Enterprise, LLC. Thomas has been in the securities industry since December 2021. Thomas is licensed to provide securities and investment advisory services in Pennsylvania. Thomas is a registered representative with FINRA and has passed the Series 7, Series 66, and SIE exams. Thomas is also registered as an investment advisor representative in Pennsylvania. Thomas has been employed at LPL Enterprise, LLC since November 2024. Thomas is also an umpire for the York Country Baseball League.
SPECIALIZATIONS
Wyomissing, PA
0 Disclosures
ADVISOR BIO
Thomas Williams is a financial advisor with Savant Wealth Management. Thomas has over 20 years of experience in the financial services industry. Thomas is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds the Series 7, 24, and 66 securities licenses. Thomas has previously worked at Walnut Street Securities, Inc. and 1st Global Capital Corp. Thomas Williams focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and non-profit organizations. Thomas currently works out of the Wyomissing, PA office of Savant Wealth Management.
SPECIALIZATIONS
Pottstown, PA
36 Years Experience
2 Disclosures
ADVISOR BIO
Thomas Gasbarre has been in the financial services industry since 1989 and is currently registered with Nations Financial Group, Inc. Thomas has experience in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Thomas holds a number of securities licenses, including Series 63, 65, 66, and 7. Thomas has also served as a general securities principal for a period of time. In addition to working with Nations Financial Group, Inc., Thomas also works as an agent for Liberty Investment Management.
SPECIALIZATIONS
PHILADELPHIA, PA
13 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Enriquez is a financial advisor with McAdam LLC in Philadelphia, PA. Thomas has been in the industry since December 2011 and is registered to provide investment advice in California, Florida, Georgia, New Jersey, and New York. Thomas is also registered with FINRA and has a Series 66, SIE, and Series 7 license. Thomas holds specializations in 1, 4, 5, and 6. He has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS
CHADDS FORD, PA
3 Disclosures
ADVISOR BIO
Thomas Ambrose is an investment advisor representative with Ambrose Wealth Management. Thomas has been in the financial services industry for over 30 years and has held various positions with different firms. Prior to founding Ambrose Wealth Management, Thomas worked at Cambridge Investment Research, Inc. and Prospera Financial Services, Inc. Thomas is currently registered as an investment advisor representative in Pennsylvania. Ambrose Wealth Management provides financial planning, portfolio management for individuals and selection of other advisors.
SPECIALIZATIONS
York, PA
13 Years Experience
0 Disclosures
ADVISOR BIO
Thomas McIlwee is a financial advisor with Morgan Stanley. Thomas has been in the securities industry since August 2011. Thomas has passed the Series 66, Series 31, and Series 7 exams. Thomas is registered as an Investment Advisor Representative in the state of Pennsylvania. In addition to working with Morgan Stanley, Thomas was previously employed by EDWARD JONES.
SPECIALIZATIONS
CONSHOHOCKEN, PA
4 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Cuffari is an investment advisor representative with Equitable Advisors, LLC. Thomas has been active in the securities industry for over 3 years, having joined Equitable Advisors, LLC in May of 2020. Thomas is registered in the following states: Delaware, Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, and South Carolina. Thomas holds the following FINRA Series licenses: Series 7TO, Series 6TO, Series 63, and Series 65. Thomas also holds the Series 24 principal exam license. Thomas is a member of FINRA and is subject to their rules and regulations.
SPECIALIZATIONS
Philadelphia, PA
17 Years Experience
0 Disclosures
ADVISOR BIO
Thomas Miller is an investment advisor representative with over 12 years of experience in the financial services industry. Thomas has a strong track record of success in helping clients achieve their financial goals. He is a registered representative in 53 states and the District of Columbia and is licensed to sell securities and investment advisory services. Thomas is a highly experienced and qualified advisor who specializes in providing financial advice and investment management services to individuals, corporations, and charitable organizations. Thomas is committed to providing his clients with personalized service and helping them make informed decisions about their investments. Thomas is currently employed by J.P. Morgan Securities LLC, a leading investment banking firm. Before joining J.P. Morgan, Thomas worked for PNC Investments and MML Investors Services, LLC.
SPECIALIZATIONS
NEWTOWN, PA
34 Years Experience
1 Disclosures
ADVISOR BIO
Thomas Seiler is an investment advisor representative with Raymond James & Associates, Inc., located in Newtown, PA. Thomas has been in the securities industry since September 18, 1990. Previously, Thomas was registered with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Thomas is licensed to provide investment advice in Pennsylvania and Texas. Thomas provides investment advice to a wide range of clients, including individuals, corporations, trusts, pensions and other institutions.
SPECIALIZATIONS