Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas D'amico is an investment advisor representative associated with LPL Enterprise, LLC. Thomas has been in the financial services industry since 1994. Thomas is registered with the state of Ohio and is a Registered Representative of the Financial Industry Regulatory Authority (FINRA) and a member of the Securities Investor Protection Corporation (SIPC). Thomas has also been registered with the Securities and Exchange Commission (SEC).
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/14/2024 - Present
LPL Enterprise, LLC (KETTERING OH)
OH
08/26/2003 - 04/29/2024
ALLSTATE FINANCIAL SERVICES, LLC (KETTERING OH)
TX
03/17/2003 - 08/07/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
04/04/2002 - 02/14/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/04/2002 - 02/14/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
08/24/2000 - 03/25/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
05/10/1994 - 09/12/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/10/1994 - 09/12/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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