Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leone is a financial advisor at Ameriprise Financial Services, LLC. Thomas has been in the financial services industry since 1995. Thomas is licensed to provide financial services in Massachusetts, Florida, and Delaware. Thomas is registered with FINRA and the MSRB. Thomas specializes in providing financial advice to individuals, businesses, and trusts. Thomas has a strong background in portfolio management and financial planning. Thomas can help you with a variety of financial needs, including retirement planning, investment management, and college savings.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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MA
09/11/2018 - Present
Ameriprise Financial Services, LLC (Hingham MA)
MA
10/27/2009 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (Hingham MA)
MA
09/20/2007 - 09/23/2009
LPL FINANCIAL CORPORATION (PLYMOUTH MA)
MA
07/26/2007 - 08/24/2007
INFINEX INVESTMENTS, INC. (WALTHAM MA)
MA
05/04/2000 - 07/13/2007
IFMG SECURITIES, INC. (MALDEN MA)
NY
08/11/1997 - 04/20/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
10/02/1995 - 08/26/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
03/10/1994 - 04/19/1994
DICKINSON & CO. (DES MOINES IA)
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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