Thomas Urban Email & Phone Number
Senior Vice President, Complex Director @ Janney Montgomery Scott LLC
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Thomas Urban Location
- Palm Beach Gardens, FL, US
Thomas Urban Work
- 2006 -now Senior Vice President, Complex Director @
- 1999 -2006 Vice President and Branch Manager @ H&R Block Financial Advisors
- 1995 -1999 Financial Advisor @
- 1994 -1995 Licensed Agent @
Thomas Urban Education
- Saint Leo University
BA (Accounting and Finance)
1989-1994
Thomas Urban Skills
- Series 7
- Financial Planning
- Wealth Management
- Financial Advisory
- Investments
- Series 8
- Series 52
- Series 63
- Series 65
- Series 24
- Series 31
- Life, Health and Annuities License
- Retirement Planning
- FINRA
- Strategic Financial Planning
- Portfolio Management
- Financial Services
- Mutual Funds
- Securities
- Finance
- Investment Strategies
- Fixed Income
- Municipal Bonds
- Asset Allocation
- Bonds
- Leadership
- Life
- Health and Annuities License
Thomas Urban Summary
- Thomas Urban, based in Palm Beach Gardens, FL, US, is currently a Senior Vice President, Complex Director at Janney Montgomery Scott LLC. Thomas Urban brings experience from previous roles at H&R Block Financial Advisors, Olde Discount Brokerage and Bankers Life. Thomas Urban holds a 1989 - 1994 BA in Accounting and Finance @ Saint Leo University. With a robust skill set that includes Series 7, Financial Planning, Wealth Management, Financial Advisory, Investments and more. Thomas Urban has 6 emails and 3 mobile phone numbers on RocketReach.
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