Unclaimed
Thomas Petrone is a financial professional with over 50 years of experience in the industry. Thomas is currently registered with Park Avenue Securities LLC in Princeton, NJ. Prior to joining Park Avenue Securities LLC, Thomas was with Guardian Investor Services Corporation. Thomas has a strong track record of providing financial advice and investment management services to a variety of clients. Thomas offers a range of services, including financial planning, educational seminars, and selection of other advisors. He has experience working with high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NJ
05/03/1999 - Present
Park Avenue Securities LLC (PRINCETON NJ)
NY
05/30/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
06/18/1985 - 05/04/1989
W. S. GRIFFITH & CO., INC.
NA
03/28/1972 - 12/06/1984
MONY SECURITIES CORP.
NA
03/28/1972 - 12/06/1984
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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