Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Desiderio is a financial advisor with over 25 years of experience in the financial services industry. Thomas is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Thomas has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. He is also a Certified Financial Planner and a Certified Public Accountant. Thomas specializes in providing financial planning, investment management, and tax planning services. Thomas is committed to helping his clients 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.
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.
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
MD
04/19/2016 - Present
Kestra Advisory Services, LLC (Crofton MD)
MD
01/14/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
TN
10/16/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 10/21/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/16/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 07/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/03/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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