Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Corcimiglia is a financial advisor in King of Prussia, PA. Thomas has been in the industry since 1998. He is a registered representative with LPL Financial LLC and Private Advisor Group, LLC. Thomas holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation. Thomas specializes in financial planning, investment management, and consulting. He has experience working with individuals, families, businesses, and institutions.
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
PA
08/27/2013 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
03/12/2002 - 04/23/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (WEST CHESTER PA)
NY
01/02/2001 - 01/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
12/24/1997 - 11/15/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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