Unclaimed
Thomas Anthony D'arcangelo is a financial advisor with Edward Jones. Thomas has been in the financial industry for over 30 years, and has extensive experience working with a variety of clients, including individuals, families, and businesses. His expertise spans across areas such as financial planning, pension consulting, and selection of other advisors. Prior to joining Edward Jones, Thomas worked for several other prominent financial firms including Morgan Stanley, Merrill Lynch and Bear Stearns. Thomas is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MA
02/22/2019 - Present
Edward Jones (MIDDLETON MA)
MA
06/01/2009 - 06/02/2014
MORGAN STANLEY (BOSTON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
05/04/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NY
02/21/1992 - 05/11/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/08/1990 - 04/03/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/14/1988 - 02/20/1990
SHEARSON LEHMAN HUTTON INC.
NY
03/24/1988 - 02/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/11/1987 - 09/02/1987
E. F. HUTTON & COMPANY INC
NA
03/25/1987 - 08/26/1987
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 01/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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