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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 Harry Paluszynski is a financial advisor with over 30 years of experience in the industry. Thomas has been with Morgan Stanley since 2009, and prior to that was registered with UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. Thomas is registered to provide investment advice in Pennsylvania and Texas. Thomas's experience covers both brokerage and investment advisory services, with a focus on portfolio management. Thomas also provides financial planning, educational seminars, and selection of other advisors 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
07/20/2011 - Present
Morgan Stanley (Philadelphia PA)
PA
03/11/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
PA
01/28/1995 - 03/26/2009
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
07/25/1988 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/23/1986 - 07/09/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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