Unclaimed
Thomas Casolaro is a financial advisor with over 30 years of experience in the industry. Thomas currently works at Newbridge Securities Corp., where they have been registered since 2004. Before joining Newbridge Securities Corp., Thomas was registered with Kirlin Securities Inc. from 1998 to 2004.
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.
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.
1
2
FL
02/13/2004 - Present
Newbridge Securities Corp. (BOCA RATON FL)
NY
10/02/1998 - 03/02/2004
KIRLIN SECURITIES INC. (SYOSSET NY)
FL
09/22/1998 - 10/07/1998
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
NY
10/18/1989 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
08/11/1989 - 10/19/1989
ALISON, BAER SECURITIES INC.
NY
03/01/1989 - 08/10/1989
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NA
09/09/1988 - 02/08/1989
ALLIED CAPITAL GROUP, INC.
NA
07/14/1988 - 08/31/1988
GRAYSTONE NASH, INC.
IA
Issued 12/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/19/1998
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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