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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 Cuffari is an investment advisor representative with Equitable Advisors, LLC. Thomas has been active in the securities industry for over 3 years, having joined Equitable Advisors, LLC in May of 2020. Thomas is registered in the following states: Delaware, Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, and South Carolina. Thomas holds the following FINRA Series licenses: Series 7TO, Series 6TO, Series 63, and Series 65. Thomas also holds the Series 24 principal exam license. Thomas is a member of FINRA and is subject to their rules and regulations.
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.
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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NJ
01/01/2025 - Present
Equitable Advisors, LLC (CHERRY HILL NJ)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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