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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Balistreri is a financial advisor at Equitable Advisors, LLC. Thomas has over 30 years of experience in the financial services industry. Thomas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Thomas is registered to provide investment advice in California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/16/2023 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
CA
03/07/2019 - 06/28/2023
PRUCO SECURITIES, LLC. (Walnut Creek CA)
CA
04/27/2015 - 03/26/2019
PRINCIPAL SECURITIES, INC. (San Francisco CA)
CA
08/17/2011 - 05/06/2015
AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)
CA
03/17/2009 - 10/15/2010
R.W. TOWT & ASSOCIATES (SAN DIEGO CA)
CA
05/03/1995 - 11/11/2008
NYLIFE SECURITIES LLC (SAN MATEO CA)
CA
04/27/1994 - 04/05/1995
WULFF, HANSEN & CO. (SAN RAFAEL CA)
NJ
08/07/1989 - 04/04/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/23/1988 - 10/12/1988
BLUNT ELLIS & LOEWI INCORPORATED
NA
03/27/1987 - 04/04/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/23/1985 - 04/24/1987
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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