Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Decristofaro is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Thomas has over 20 years of experience in the financial services industry. Prior to joining Fidelity, Thomas worked at TD Ameritrade, Inc. and Scottrade, Inc. Thomas holds Series 4, 7, 24, 63, and 66 securities licenses. Thomas has a diverse client base and specializes in providing financial planning services.
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.
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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2
CA
11/18/2019 - Present
Fidelity Personal AND Workplace Advisors (LODI CA)
CA
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (ELK GROVE CA)
CA
07/30/2008 - 02/26/2018
SCOTTRADE, INC. (ELK GROVE CA)
CA
10/06/2000 - 09/18/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
BOTH
Issued 02/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2005
Series 4 - Registered Options Principal Examination
BC
Issued 05/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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