Thomas
Poltersdorf Jr
Beyond Your Exit Wealth Management
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About this Advisor
Thomas Poltersdorf Jr is a certified financial planner working out of Lebanon, Pennsylvania with 2 years of relevant experience. Poltersdorf Jr is an employee of Beyond Your Exit Wealth Management. Throughout their career, Poltersdorf Jr has worked at Beyond Your Exit Wealth Management LLC, Mml Investors Services, Td Ameritrade and Massmutual. Poltersdorf Jr holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Beyond Your Exit Wealth Management is a registered investment firm with a branch in Lebanon, Pennsylvania.
Certifications and Registrations
Years Registered*
Office Location
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Thomas Poltersdorf Jr Work History
Thomas has been registered as a financial advisor for 2 years.*
Beyond Your Exit Wealth Management LLC
Mml Investors Services
Massmutual
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Poltersdorf Jr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
