Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Tilton is a financial advisor with LPL Financial LLC. Thomas has been working in the financial industry since 1990 and has a wide range of experience with several firms including Woodbury Financial Services, Inc., Janney Montgomery Scott LLC, Gilford Securities Incorporated, Whale Securities Co., L.P., PaineWebber Incorporated, Royce Investment Group, Inc., Ladenburg, Thalmann & Co., Inc., and GKN Securities Corp.. Thomas holds licenses to sell securities in 17 states and has earned the Certified Financial Planner designation. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
NY
10/02/2023 - Present
LPL Financial LLC (HAUPPAUGE NY)
NY
02/10/2009 - 10/02/2023
WOODBURY FINANCIAL SERVICES, INC. (HAUPPUAGE NY)
NY
02/28/2000 - 03/02/2009
JANNEY MONTGOMERY SCOTT LLC (HAUPPAUGE NY)
NY
02/19/1998 - 03/03/2000
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
03/22/1994 - 02/26/1998
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NJ
08/05/1992 - 03/09/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/30/1990 - 06/10/1993
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
05/07/1991 - 07/29/1992
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
06/30/1992 - 07/21/1992
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 08/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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