Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Curtin is an active financial advisor and investment advisor representative based in Alford, MA. Thomas is registered with LPL Financial LLC and has been in the industry for over 20 years. His previous affiliations include NRP FINANCIAL, INC., MUTUAL TRUST CO. OF AMERICA SECURITIES, PRIME CAPITAL SERVICES, INC. and MML INVESTORS SERVICES, INC.. Thomas holds the Series 6, Series 63, and SIE licenses. He also holds the designation of Certified Financial Planner. Thomas provides a wide range of services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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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2
MA
11/05/2019 - Present
LPL Financial LLC (ALFORD MA)
MA
11/07/2007 - 11/30/2010
NRP FINANCIAL, INC. (GREAT BARRINGTON MA)
MA
01/27/2005 - 11/07/2007
MUTUAL TRUST CO. OF AMERICA SECURITIES (GREAT BARRINGTON MA)
NY
04/14/2004 - 12/31/2004
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
MA
10/22/2002 - 03/05/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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