Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brunelle is a financial advisor with LPL Financial LLC. He is registered to offer investment advice in Colorado, Florida, Georgia, Maine, Massachusetts, New Hampshire, Texas and Virginia. Thomas has been in the securities industry since 1994 and has experience with American Express Financial Advisors Inc. and IDS Life Insurance Company. Thomas has held various designations and credentials, including the Series 7, Series 63 and Series 66 licenses. Thomas specializes in working with individuals, corporations, trusts, estates and pension plans. He works with clients to help them reach their financial goals, including retirement planning, investment management, and estate planning.
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
ME
03/22/2021 - Present
LPL Financial LLC (S PORTLAND ME)
MN
08/17/1994 - 01/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/1994 - 01/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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