Thomas Scanlan Email & Phone Number
President, PWA Securities, LLC @ Provenance Wealth Advisors
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Thomas Scanlan Location
- United States
Thomas Scanlan Work
- 2023 -now President, PWA Securities, LLC @
- 2015 -now Chief Operating Officer, Provenance Wealth Advisors, LLC @
- 2010 -2013 Partner @
- 2006 -2010 Director @
- 2005 -2006 Senior Compliance Examiner @
Thomas Scanlan Education
- Florida Atlantic University
- Rollins College
Thomas Scanlan Skills
- Regulatory Compliance
- Compliance Management
- Life Insurance
- Investment Advisory
- Retirement
- Financial Analysis
- Auditing
- Financial Reporting
- Internal Audit
- Financial Audits
- Financial Planning
- Insurance
- Series 63
- Mutual Funds
- Securities
- Investments
- Fixed Annuities
- Series 7
- Contract Negotiation
- Series 24
- Uniform Combined State Law
- Series 66
- Financial Statement Auditing
- Trade Compliance
- Series 53
- Financial Services
- Retirement Planning
- Finance
- Strategic Financial Planning
- Operations Management
- Human Resources
- Legal/Compliance
- HNW
- RIAs
Thomas Scanlan Summary
- Thomas Scanlan, based in United States, is currently a President, PWA Securities, LLC at Provenance Wealth Advisors. Thomas Scanlan brings experience from previous roles at Provenance Wealth Advisors and New York Life Insurance Company. Thomas Scanlan holds a Florida Atlantic University. With a robust skill set that includes Regulatory Compliance, Compliance Management, Life Insurance, Investment Advisory, Retirement and more. Thomas Scanlan has 2 emails and 1 mobile phone numbers on RocketReach.
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Fort Lauderdale, FL, US
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United States
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