Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stilson? Claim Your ProfileStilson Tomita is an investment advisor representative with Bay Colony Advisors. Stilson Tomita has 35 years of experience in the financial services industry. Stilson Tomita is registered to provide investment advisory services in Florida and Massachusetts. Stilson Tomita previously worked for Mutual Securities, Inc., LPL Financial LLC, Guardian Investor Services Corporation, MML Investors Services, Inc., and New England Securities. Stilson Tomita has earned the following licenses and certifications: Series 6, Series 7, Series 22, Series 31, Series 63, and Series 65. Stilson Tomita is a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
1
2
FL
09/27/2023 - Present
BAY Colony Advisors (DELRAY BEACH FL)
MA
11/21/2016 - 12/31/2019
MUTUAL SECURITIES, INC. (BOSTON MA)
MA
12/01/1997 - 12/07/2016
LPL FINANCIAL LLC (BOSTON MA)
NY
10/23/1990 - 12/23/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/30/1990 - 10/24/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/26/1986 - 05/23/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/04/1981 - 06/16/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 07/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/02/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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