Unclaimed
Thomas Pitrone is a financial advisor with over 38 years of experience in the industry. Currently, Thomas is registered with LPL Financial LLC and provides financial planning and investment management services. Thomas has held previous positions with CETERA ADVISOR NETWORKS LLC, ROYAL ALLIANCE ASSOCIATES, INC., WRP INVESTMENTS, INC., WALNUT STREET SECURITIES, INC., MANEQUITY, INC., AMEV INVESTORS, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY. Thomas has a broad range of experience in financial services and is dedicated to providing personalized advice to help clients meet 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.
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.
1
2
OH
09/02/2022 - Present
LPL Financial LLC (JEFFERSON OH)
OH
04/12/2013 - 09/01/2022
CETERA ADVISOR NETWORKS LLC (JEFFERSON OH)
OH
01/08/2004 - 04/01/2013
ROYAL ALLIANCE ASSOCIATES, INC. (WILLOUGHBY OH)
OH
06/26/1991 - 12/31/2003
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
CA
05/27/1988 - 06/06/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/26/1984 - 01/28/1988
MANEQUITY, INC.
NA
11/16/1987 - 11/18/1987
AMEV INVESTORS, INC.
NA
01/31/1987 - 11/17/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
09/26/1983 - 06/25/1984
WRP INVESTMENTS, INC.
IA
Issued 08/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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