Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Achille Cortopassi is a financial advisor registered with LPL Financial LLC. Thomas has been a financial advisor since September 5, 1990. Thomas is registered to offer securities and advisory services in 26 states including California, Texas, Florida, Georgia, Massachusetts, New York, and Oregon. Thomas also offers investment advice in several other states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/24/2007 - Present
LPL Financial LLC (SAN CARLOS CA)
NY
11/12/1993 - 06/18/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
05/15/1993 - 11/26/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
08/27/1990 - 05/04/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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