Thomas J. Belisari,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Belisari, CFP®

MBA

Key Financial, Inc.

1 east uwchlan avenue, suite 401
exton, PA 19341
FINANCIAL ADVISOR'S WEBSITE
(610) 429-4180

General

Thomas Belisari is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Key Financial, Inc. in exton, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Series 7, 63 & 65

Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA
  • Fixed annuities: PA
  • Variable annuities: PA

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth

More

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