Unclaimed
Thomas Blunda is a financial advisor at LPL Financial LLC. Thomas has been in the industry for over 24 years, with previous experience at J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, and Nomura Securities International, Inc. Thomas specializes in a range of services, including financial planning, portfolio management, and pension consulting. Thomas is licensed in 12 states and has earned the Series 3, 7, 24, 55, 63, and 66 licenses.
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
08/26/2024 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
01/29/2018 - 08/26/2024
J.P. MORGAN SECURITIES LLC (Jersey City NJ)
NY
01/12/2001 - 03/19/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/30/1999 - 07/20/2000
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
BOTH
Issued 07/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/27/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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