![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>)
Profiel
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.
Eerdere bekende functies van Thomas Daniel Searles
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 24-07-2020 |
Opleiding van Thomas Daniel Searles
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
26
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
