Tom Sokira

Tom Sokira Email and Phone Number

Managing Partner @ Financial Services Professional
waupaca, wisconsin, united states
Tom Sokira's Location
Florham Park, New Jersey, United States, United States
Tom Sokira's Contact Details

Tom Sokira work email

Tom Sokira personal email

n/a
About Tom Sokira

Tom Sokira is a financial services professional specializing in providing consulting services to corporate 401(k) plans and working with individuals regarding their personal finances and insurance planning needs. Tom’s experience includes developing financial product solutions for Fortune 500 companies including ADP, Morgan Stanley & Prudential. This experience provides him with a perspective to help make informed decisions for his clients. Mr. Sokira has earned a Bachelor of Science from York College of Pennsylvania and has obtained securities training at both the New York Institute of Finance and The Wharton School of Business. Tom currently holds the Accredited Investment Fiduciary (AIF) ) professional designations. Please feel free to contact Tom to discuss your financial plan.• Securities and advisory services offered through LPL Financial, Member FINRA & SIPC. Anthem Financial Services and LPL Financial are separate entities. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit https://www.anthemfs.com/team

Tom Sokira's Current Company Details
Financial Services Professional

Financial Services Professional

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Managing Partner
waupaca, wisconsin, united states
Website:
mywaypoint.net
Employees:
4
Tom Sokira Work Experience Details
  • Financial Services Professional
    Managing Partner
    Financial Services Professional Jul 2010 - Present
  • Anthem Financial Services, Llc
    Managing Partner
    Anthem Financial Services, Llc Jul 2010 - Present
    Nj
  • Adp
    Vice President Investment Committee
    Adp Jan 2005 - Aug 2010
  • Morgan Stanley
    Vice President Investments
    Morgan Stanley Feb 2000 - Jan 2005

Tom Sokira Skills

Mutual Funds Retirement Planning 401k Retirement Financial Services Employee Benefits Investments Retirement Plan Consulting Investment Management Leadership Investment Advisory Pensions Securities Due Diligence Valuation Series 63 Small Business

Tom Sokira Education Details

Frequently Asked Questions about Tom Sokira

What company does Tom Sokira work for?

Tom Sokira works for Financial Services Professional

What is Tom Sokira's role at the current company?

Tom Sokira's current role is Managing Partner.

What is Tom Sokira's email address?

Tom Sokira's email address is to****@****ine.net

What schools did Tom Sokira attend?

Tom Sokira attended New York Institute Of Finance, York College Of Pennsylvania.

What skills is Tom Sokira known for?

Tom Sokira has skills like Mutual Funds, Retirement Planning, 401k, Retirement, Financial Services, Employee Benefits, Investments, Retirement Plan Consulting, Investment Management, Leadership, Investment Advisory, Pensions.

Who are Tom Sokira's colleagues?

Tom Sokira's colleagues are Tina Grenlie, Aams®, Chris Nelson, Cima®, Logan Johnson, Carli Navin.

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