Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Charles Palumbo is a financial advisor with over 30 years of experience in the financial services industry. He has been actively involved in providing financial advice and guidance to individuals and families, focusing on Retirement Planning & Administration and Qualified Plan Administration. He is also a Chartered Financial Consultant. Thomas has held several positions at different firms such as Sterling Monroe Securities, LLC, Vanderbilt Securities, LLC, and Consolidated Portfolio Review Corp., demonstrating his dedication and commitment to the financial services industry. Thomas is currently registered with Consolidated Portfolio Review Corp.
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.
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NY
01/11/2022 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
NY
01/16/2003 - 10/26/2018
STERLING MONROE SECURITIES, LLC (LOCUST VALLEY NY)
DE
06/21/1991 - 01/14/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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