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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Korzon is a financial advisor with LPL Financial LLC. Thomas has been in the industry since February 20, 1986 and has worked at a number of financial institutions. Thomas is licensed in Florida, Michigan and Texas and has a number of certifications and registrations including Series 63, Series 65, Series 66, Series 7 and the SIE exam. Thomas can help clients with financial planning, pension consulting, and educational seminars. Thomas has a significant experience helping clients with the selection of other advisors and portfolio management for both individuals and 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.
1
2
FL
02/10/2015 - Present
LPL Financial LLC (POMPANO BEACH FL)
MN
06/25/1991 - 09/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/1991 - 09/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/18/1985 - 10/19/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/23/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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