Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Carmen Grella is an investment advisor representative at LPL Financial LLC. Thomas has been in the industry since 1979. Thomas is licensed in 28 states and has held various licenses in the past including Series 63, 65, 24 and 7. Thomas has experience with a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Thomas provides financial planning services, including portfolio management, consulting, and other non-discretionary advisory services. Thomas has previously worked for DEAN WITTER REYNOLDS INC and E. F. HUTTON & COMPANY INC.
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
MA
04/19/2018 - Present
LPL Financial LLC (SALISBURY MA)
NY
01/14/1988 - 02/06/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/24/1979 - 01/30/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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