Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lorenzo Costantiello is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Osaic Wealth, Inc. in Florida, North Carolina, Ohio and Texas. Prior to that, Thomas was registered with FSC Securities Corporation and Woodbury Financial Services, Inc. Thomas specializes in providing financial planning, portfolio management and pension consulting services. Thomas has a strong track record of helping 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.
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.
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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OH
09/25/2024 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
07/09/2012 - 11/03/2023
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
11/18/2005 - 07/12/2012
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
IN
10/07/2002 - 11/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/07/2002 - 11/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
10/20/2000 - 10/28/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
09/14/1998 - 11/15/2000
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
WI
09/30/1997 - 10/02/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
RI
11/29/1993 - 09/30/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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