Thomas Schreiner (CRD# 1953671) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Sayreville, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Allstate | Sayreville, NJ | Jul 2021 - Current | 2 |
Advisors U Trust, LLC | Springfield, NJ | Apr 2013 - Jun 2021 | 8 |
Schreiner Agency And Financial Services, Inc. | Lincroft, NJ | Jan 2020 - Jan 2021 | 1 |
State Farm Vp Management Corp. | Lincroft, NJ | Jul 2019 - Jan 2021 | 1 |
The Prudential Insurance Company Of America | Basking Ridge, NJ | Jun 2016 - Jul 2019 | 3 |
Pruco Securities LLC | Basking Ridge, NJ | Jun 2016 - Jul 2019 | 3 |
Transamerica Agency Network | Cranford, NJ | Oct 2014 - Apr 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- NJ
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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