Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bartolomeo is an Investment Advisor Representative at Newedge Advisors, a firm with over $10 billion in assets under management. Thomas has been working in the financial industry for over 20 years, and has a proven track record of success in providing financial advice to individuals and families. Thomas holds the Series 6, 7, 24, 26, 63 and 66 licenses. Thomas is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
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.
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FL
05/15/2023 - Present
Newedge Advisors (DelRay Beach FL)
FL
03/22/2018 - 03/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (Boca Raton FL)
FL
11/16/2012 - 10/24/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOCA RATON FL)
RI
06/01/2009 - 11/20/2012
MORGAN STANLEY (PROVIDENCE RI)
RI
11/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PROVIDENCE RI)
MA
07/01/2003 - 11/14/2008
WACHOVIA SECURITIES, LLC (WALTHAM MA)
NY
04/05/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/21/2000 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
03/04/1992 - 03/20/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/04/1992 - 03/20/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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