Unclaimed
Thomas Arcidiacono is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC. Thomas has been in the securities industry since 2011. Thomas is registered with FINRA and has passed Series 7, Series 63, Series 66, and SIE exams. Thomas is also registered in California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Virginia. Thomas specializes in providing financial consulting, financial planning, pension consulting, and portfolio management for individuals. Thomas has experience working with high net worth individuals, charitable organizations, corporations and other businesses, individuals other than high net worth, and pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
06/19/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
04/22/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
02/05/2015 - 03/20/2019
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
07/25/2011 - 01/02/2015
WELLS FARGO ADVISORS, LLC (ALBANY NY)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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