Unclaimed
Thomas Dettore has been in the financial services industry since 1988. Thomas has a long history with the industry, having previously worked with Integrated Resources Equity Corporation, Securities America, Inc., Aegon USA Securities Inc., TCAdvisors Network Inc., Securities Service Network, Inc., NFP Securities, Inc., Invest Financial Corporation, LPL Financial LLC, and SCF Securities, Inc. Thomas is a Certified Financial Planner and specializes in financial planning, portfolio management, pension consulting, and selection of other advisors. Thomas currently works with United Planners' Financial Services of America a Limited Partner.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/03/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SHAVERTOWN PA)
NY
11/12/2021 - 09/05/2024
SCF SECURITIES, INC. (AMHERST NY)
NY
02/14/2018 - 12/13/2021
LPL FINANCIAL LLC (AMHERST NY)
NY
08/07/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (AMHERST NY)
NY
11/18/2004 - 08/13/2012
NFP SECURITIES, INC. (WEST AMHERST NY)
TN
06/02/1997 - 11/16/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CO
07/22/1999 - 10/10/2000
TCADVISORS NETWORK INC. (CENTENNIAL CO)
IA
11/19/1991 - 05/30/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NE
03/08/1990 - 11/25/1991
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1989 - 03/15/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/25/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 09/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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