Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Musumeci is a financial advisor registered with LPL Financial LLC and has been in the industry since August 3, 1966. Thomas is registered in 51 states and the District of Columbia, and is also registered in North Carolina, New Jersey and Texas as an Investment Advisor Representative. Thomas has a wide range of experience and expertise, having previously worked for firms like OSAIC WEALTH, INC., INVESTMENT ADVISORS & CONSULTANTS, INC., and C. J. M. PLANNING CORP. Thomas holds several licenses and certifications, including Series 63, Series 26, Series 24, Series 39, Series 6TO, Series 22TO, Series 7TO, and SIE. Thomas is also a Registered Representative, having passed the Series 1 exam in 1966. Thomas is a knowledgeable and experienced financial advisor who can provide guidance on a variety of financial matters.
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
NJ
07/01/2024 - Present
LPL Financial LLC (Eatontown NJ)
NJ
12/05/2006 - 07/03/2024
OSAIC WEALTH, INC. (EATONTOWN NJ)
NJ
08/21/1979 - 04/22/2008
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NA
05/03/1971 - 08/10/1979
C. J. M. PLANNING CORP.
NA
07/25/1966 - 07/18/1971
ALLEN, ROGERS & CO., INC.
BC
Issued 06/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 03/01/1973
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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