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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Viola is a registered investment advisor representative with Blackrock Financial Management, Inc. Thomas Edward Viola has been in the securities industry since June 2005. Thomas Edward Viola has passed multiple securities exams including the Series 6, Series 7, Series 24, Series 63, and Series 65. Thomas Edward Viola is currently registered with FINRA, the state of New York and the state of Colorado. Thomas Edward Viola was previously employed by State Street Research Investment Services, Inc. in Boston, Massachusetts.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/03/2022 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
MA
06/22/2005 - 10/17/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 01/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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