Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Musumeci is an investment advisor representative with LPL Financial LLC. Thomas has been working in the financial services industry since February 1995. Thomas is currently registered with the state of New Jersey and has a Series 6, 7, 24, 63, and 66 licenses. In addition to LPL Financial LLC, Thomas has worked with OSAIC WEALTH, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC.
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
NJ
07/01/2024 - Present
LPL Financial LLC (EATONTOWN NJ)
NJ
12/01/2006 - 07/03/2024
OSAIC WEALTH, INC. (EATONTOWN NJ)
NJ
02/10/1995 - 04/22/2008
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Musumeci is the right advisor for you? Invested Better is here to help.
