Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alten is a financial advisor with over 35 years of experience in the financial services industry. Thomas is currently registered with LPL Financial LLC in Delray Beach, Florida. Before joining LPL, Thomas spent over 30 years with Lincoln Financial Advisors Corporation. Thomas Alten is a CERTIFIED FINANCIAL PLANNER™ professional, with expertise in financial planning, portfolio management, and insurance. Thomas specializes in providing customized financial advice to individuals, families, and small businesses.
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
03/15/2022 - Present
LPL Financial LLC (DELRAY BEACH FL)
FL
02/24/1992 - 03/15/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (BOCA RATON FL)
IN
02/24/1992 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
01/13/1992 - 02/10/1992
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
12/05/1986 - 12/12/1991
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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