Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Greco is a financial advisor with LPL Financial LLC in MONROE, NC. Thomas has been in the financial industry since 1997. Thomas holds a Series 7, Series 63 and SIE license. Thomas has been registered with LPL Financial LLC since 2011. Thomas has previous experience with UVEST FINANCIAL SERVICES GROUP, INC., SOUTHTRUST SECURITIES, INC., LIBERTY SECURITIES CORPORATION, FIRST UNION BROKERAGE SERVICES, INC., and JEFFERSON-PILOT INVESTOR SERVICES, INC. Thomas is registered in 13 states, including Arizona, California, Florida, Georgia, Illinois, Kentucky, Missouri, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. Thomas specializes in providing financial advice and services for individuals, corporations, and other 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.
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
NC
07/05/2011 - Present
LPL Financial LLC (MONROE NC)
NC
06/16/2008 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MONROE NC)
NC
09/10/2001 - 06/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MONROE NC)
AL
07/08/1999 - 08/06/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
07/16/1999 - 04/06/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NC
06/04/1996 - 07/11/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IN
11/22/1994 - 05/06/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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