Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McDermott is a financial professional with over 14 years of experience in the industry. He is currently registered with LPL Financial LLC in Palm Beach Gardens, Florida. Thomas has previously been registered with MML Investors Services, LLC, Allstate Financial Services, LLC, WorldCo, L.L.C., Andover Brokerage, L.L.C., J.P. Turner & Company, L.L.C., Global Financial Group, Inc., IAR Securities Corp., and Royal Hutton Securities Corp. Thomas holds the Series 7, Series 63, Series 55, and SIE licenses and has earned the Certified Financial Planner designation. He is also licensed to sell non-variable insurance in Florida. Thomas specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/03/2024 - Present
LPL Financial LLC (PALM BEACH GARDENS FL)
NY
04/13/2020 - 09/06/2024
MML INVESTORS SERVICES, LLC (New York NY)
NY
08/02/2011 - 04/20/2020
ALLSTATE FINANCIAL SERVICES, LLC (Brooklyn NY)
NY
02/19/2002 - 05/31/2002
WORLDCO, L.L.C. (NEW YORK NY)
NY
09/27/2001 - 02/07/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
GA
02/10/1998 - 07/14/1999
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
MN
12/23/1997 - 02/10/1998
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NY
10/03/1997 - 11/05/1997
IAR SECURITIES CORP. (NEW YORK NY)
NY
10/01/1997 - 10/01/1997
ROYAL HUTTON SECURITIES CORP. (NEW YORK NY)
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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