Thomas Urban
Inspiring other to dream and learn while helping others obtain their goals.
- Role
- Senior Vice President, Complex Director at Janney Montgomery Scott LLC
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Thomas Urban
I am passionate about helping individuals achieve financial freedom by first…
Experience
Senior Vice President, Complex Director
Nov 2006 — Present · Palm Beach Gardens, FL, US
I take a comprehensive approach to making financial recommendations, concentrating on my clients\' short and long-term financial objectives. This strategic approach to financial services allows me, with my dedicated team to react to changes in market conditions and changes to investment objectives or life goals, in a timely and effective manner. I am also a strong believer in investor education, and this is reflected in my client service philosophy. I make myself available to my clients at a moment\'s notice, and believe my role is to guide my client through the often complicated and stressful investment process.
Skills
- Series 63
- Series 65
- Portfolio Management
- Financial Advisory
- Series 31
- Leadership
- Financial Planning
- Municipal Bonds
- Life, Health and Annuities License
- Asset Allocation
- Mutual Funds
- Securities
- Financial Services
- Series 52
- Fixed Income
- Investments
- Series 24
- Series 7
- Finance
- Series 8
- Wealth Management
- Retirement Planning
- Finra
- Bonds
- Strategic Financial Planning
- Investment Strategies
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