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Profile
Thomas Daniel Searles worked as an Investment Advisor Representative at SSN Advisory, Inc..
Mr. Searles attended Towson University where he received an undergraduate degree in 1981.
Former positions of Thomas Daniel Searles
| Companies | Position | End |
|---|---|---|
SSN Advisory, Inc.
 SSN Advisory, Inc. Investment ManagersFinance SSNAI offers a variety of individualized investment advisory services through their Investment Advisor Representatives (IARs), who assist clients in determining their risk tolerance, investment goals, and other relevant investment guidelines. This information is used to help clients choose the appropriate investment advisory services from among three general categories: (1) Financial Planning and Consulting Services (2) Asset Management Services and (3) Third Party Investment Advisory Services. SSN Advisory's IARs develop an asset allocation strategy consistent with each client's investment objectives, financial and tax status, risk tolerance and time horizon. Each asset allocation strategy consists of an agreed upon percentage mix of fixed income and equity investments. | Portfolio Manager-Equities | 24/07/2020 |
Training of Thomas Daniel Searles
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
26
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Towson University
 Towson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SSN Advisory, Inc.
SSN Advisory, Inc. Investment ManagersFinance SSNAI offers a variety of individualized investment advisory services through their Investment Advisor Representatives (IARs), who assist clients in determining their risk tolerance, investment goals, and other relevant investment guidelines. This information is used to help clients choose the appropriate investment advisory services from among three general categories: (1) Financial Planning and Consulting Services (2) Asset Management Services and (3) Third Party Investment Advisory Services. SSN Advisory's IARs develop an asset allocation strategy consistent with each client's investment objectives, financial and tax status, risk tolerance and time horizon. Each asset allocation strategy consists of an agreed upon percentage mix of fixed income and equity investments. | Finance |
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