Unclaimed
Thomas Borsellino is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and holds licenses in several states, including Illinois and Texas. Thomas previously worked with LPL FINANCIAL LLC and MSI FINANCIAL SERVICES, INC., demonstrating his commitment to providing comprehensive financial services. He has also held licenses for various insurance products, allowing him to offer a diverse range of solutions to his clients. Thomas's expertise includes a wide range of financial planning services, portfolio management, and investment advisory functions. With a strong focus on client needs and a dedication to delivering exceptional service, Thomas is committed to helping individuals and businesses 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.
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.
1
2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
11/04/2016 - 03/21/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
05/28/1992 - 11/10/2016
MSI FINANCIAL SERVICES, INC. (ORLAND PARK IL)
IL
05/28/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLAND PARK IL)
IA
Issued 01/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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