Thomas
Zewe
Securities America Advisors, Inc
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About this Advisor
Thomas Zewe is a financial advisor operating out of Hershey, Pennsylvania who has 6 years of relevant experience. Zewe currently works for Securities America Advisors, Inc. During their career, Zewe has held roles at Securities America Advisors, National Planning Corporation and Securities America, Inc. Zewe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Securities America Advisors, Inc is a company operating out of La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It handles $38 billion in assets between its 200,228 accounts, placing it among the largest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 200,228 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of services provided. However, fees billed by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Zewe Work History
Thomas has been registered as a financial advisor for 6 years.*
Securities America Advisors
Securities America, Inc
National Planning Corporation
*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 Zewe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
Fort Lauderdale, FL
San Jose, CA
Midvale, UT
Winston Salem, NC
Bismarck, ND
Fresno, CA
East Hartford, CT
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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