Thomas Knoesel (CRD# 7237516) is an Investment Advisor Representative working at Primerica Advisors in Briarcliff Manor, NY and has over 3 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Revlon Inc. | New York, NY | Jan 2021 - Current | 3 |
| Pfs Investments Inc. | Briarcliff Manor, NY | May 2020 - Current | 4 |
| Primerica Financial Services | Briarcliff Manor, NY | Dec 2019 - Current | 4 |
| Santom Consolidated Companies | Peeksill, NY | Jan 2019 - Current | 5 |
| Sundial Brands LLC | Farmingdale, NY | Jun 2017 - May 2019 | 1 |
| Alouette Cheese Usa | Mahwah, NJ | Sep 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NY
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.