![Thomas Daniel Searles](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Thomas Daniel Searles worked as an Investment Advisor Representative at SSN Advisory, Inc..
Mr. Searles attended Towson University where he received an undergraduate degree in 1981.
Precedenti posizioni note di Thomas Daniel Searles
| Società | Posizione | Fine |
|---|---|---|
SSN Advisory, Inc.
 SSN Advisory, Inc. Investment ManagersFinance SSNAI offers a variety of individualized investment advisory services through their Investment Advisor Representatives (IARs), who assist clients in determining their risk tolerance, investment goals, and other relevant investment guidelines. This information is used to help clients choose the appropriate investment advisory services from among three general categories: (1) Financial Planning and Consulting Services (2) Asset Management Services and (3) Third Party Investment Advisory Services. SSN Advisory's IARs develop an asset allocation strategy consistent with each client's investment objectives, financial and tax status, risk tolerance and time horizon. Each asset allocation strategy consists of an agreed upon percentage mix of fixed income and equity investments. | Gestore di Portafoglio-Azioni | 24/07/2020 |
Formazione di Thomas Daniel Searles
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
26
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Towson University
 Towson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SSN Advisory, Inc.
SSN Advisory, Inc. Investment ManagersFinance SSNAI offers a variety of individualized investment advisory services through their Investment Advisor Representatives (IARs), who assist clients in determining their risk tolerance, investment goals, and other relevant investment guidelines. This information is used to help clients choose the appropriate investment advisory services from among three general categories: (1) Financial Planning and Consulting Services (2) Asset Management Services and (3) Third Party Investment Advisory Services. SSN Advisory's IARs develop an asset allocation strategy consistent with each client's investment objectives, financial and tax status, risk tolerance and time horizon. Each asset allocation strategy consists of an agreed upon percentage mix of fixed income and equity investments. | Finance |
