Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Furey is a financial advisor with over 29 years of experience in the financial services industry. Thomas has a deep understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. Thomas is currently registered with LPL Financial LLC and Private Advisor Group, LLC. Thomas provides a wide range of financial services, including investment advisory services, financial planning, and retirement 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.
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2
PA
08/05/2022 - Present
LPL Financial LLC (WEST CHESTER PA)
PA
11/01/2018 - 08/15/2022
PARK AVENUE SECURITIES LLC (KING OF PRUSSIA PA)
PA
12/19/2011 - 11/12/2018
LPL FINANCIAL LLC (WAYNE PA)
PA
11/30/2005 - 12/20/2011
NFP SECURITIES, INC. (KING OF PRUSSIA PA)
IN
03/02/2000 - 12/01/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
AL
01/05/1999 - 03/02/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
04/22/1996 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
07/23/1993 - 03/07/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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