Thomas Poltersdorf Jr (CRD# 5778551) is an Investment Advisor Representative working at Beyond Your Exit Wealth Management in Lebanon, PA and has over 13 years of experience in the finance industry. Thomas Poltersdorf Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5372026
Rkl Private Wealth
CRD# 1388677
Voya Financial Advisors, Inc.
CRD# 2110511
Mcfarland Associates
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beyond Your Exit Wealth Management LLC | Lebanon, PA | Jun 2021 - Current | 2 |
| Mml Investors Services | Mechanicsburg, PA | Apr 2015 - Current | 9 |
| Massmutual | Mechanicsburg, PA | Apr 2015 - Current | 9 |
| Td Ameritrade | Harrisburg, PA | Aug 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- PA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$260,397
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
PA
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