Thomas BelisariCRD Number: 1061290
Current Firm: Key Financial, Inc.
Thomas Belisari (CRD# 1061290) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 39 years of experience in the finance industry. Thomas Belisari 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.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Royal Alliance Associates, Inc.||Philadelphia, PA||Apr 1997 - Current||25|
|Key Financial, Inc.||West Chester, PA||Sep 1991 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Mar 1993|
Total Assets Under Management1,874MILLIONS
Total Number of Accounts3,955ACCOUNTS
Average Account Value$473,837
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA
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