Unclaimed
Thomas Ervolina is a financial advisor with over 18 years of experience in the industry. He has been with Lasalle ST. Investment Advisors, LLC since 2007, and previously worked at AXA Advisors, LLC. Thomas has a strong background in financial planning and portfolio management, and holds licenses in Alabama, Florida, New York, Pennsylvania and Utah. Thomas also provides tax preparation services through Lifetime Tax Service in Allentown, Pennsylvania. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
PA
05/17/2024 - Present
Lasalle ST. Investment Advisors, LLC (ALLENTOWN PA)
NY
05/18/2005 - 09/25/2006
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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