Unclaimed
Thomas Damasco is a financial advisor with over 15 years of experience in the financial services industry. Thomas currently works with LaSalle St. Investment Advisors, LLC and previously worked with TD Private Client Wealth LLC, TD Ameritrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas specializes in portfolio management for individuals and financial planning and holds the Series 6, 7, 63, and 66 licenses. Thomas is a Chartered Financial Analyst and has earned a reputation for providing comprehensive financial advice to individuals and families. Thomas is committed to providing personalized financial guidance to help clients 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.
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.
1
2
PA
06/06/2022 - Present
Lasalle ST. Investment Advisors, LLC (Willow Grove PA)
NJ
09/05/2018 - 06/17/2022
TD PRIVATE CLIENT WEALTH LLC (Haddon Township NJ)
PA
04/13/2015 - 08/24/2018
TD AMERITRADE, INC. (RADNOR PA)
NJ
11/22/2013 - 04/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
CA
05/26/2010 - 11/25/2011
VTRADER PRO, LLC (SAN FRANCISCO CA)
PA
08/03/2007 - 08/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
NY
06/14/2006 - 06/22/2006
MOG CAPITAL L.L.C. (NEW YORK NY)
NA
12/02/1993 - 03/21/1994
VANGUARD MARKETING CORPORATION
BOTH
Issued 12/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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