Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lonero has been a registered representative for over 40 years. Thomas is currently registered with Lincoln Investment and holds the Series 7, Series 1, and SIE licenses. Thomas is registered in the state of California, Ohio, and Texas. Thomas was previously registered with CAPITAL ANALYSTS, INCORPORATED, SUN INVESTMENT SERVICES COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, MUTUAL SERVICE CORPORATION, and INTEGRATED RESOURCES EQUITY CORPORATION. Thomas offers financial planning, selection of other advisers, and portfolio management for individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/01/2012 - Present
Lincoln Investment (WOODLAND HILLS CA)
CA
08/13/1997 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODLAND HILLS CA)
MA
01/25/1991 - 08/15/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MN
07/31/1989 - 02/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1989 - 02/22/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
03/31/1988 - 03/26/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
08/01/1979 - 08/10/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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