Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Detoro is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the industry since 2011. Thomas is registered in 53 states and the District of Columbia, and holds Series 7, 9, 10, 31, 66 and SIE licenses. Thomas's previous affiliations include The Huntington Investment Company and Merrill Lynch. Thomas is a member of the board of directors for United Way of Mercer County. Thomas is a financial professional with experience in investments, portfolio management, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
02/04/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CANFIELD OH)
PA
02/08/2013 - 09/19/2014
THE HUNTINGTON INVESTMENT COMPANY (NEW CASTLE PA)
OH
08/19/2011 - 11/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANFIELD OH)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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