Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Zamagni is a financial advisor at LPL Financial LLC in HANSON, MA. Thomas has over 44 years of experience in the financial services industry. He is a Registered Representative and has been with LPL Financial LLC since 2023. Thomas specializes in portfolio management for individuals and businesses, as well as financial planning, and educational seminars. He is also a Chartered Financial Consultant and holds Series 1, Series 6TO, Series 22TO, and Series 63 licenses.
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.
1
2
MA
05/31/2023 - Present
LPL Financial LLC (HANSON MA)
MA
11/02/2018 - 05/25/2023
ROYAL ALLIANCE ASSOCIATES, INC. (MARSHFIELD MA)
MA
10/16/1979 - 11/02/2018
SIGNATOR INVESTORS, INC. (MARSHFIELD MA)
MA
10/16/1979 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 11/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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