Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Turchetti is a financial professional with over 38 years of experience in the financial services industry. He is currently registered with Lincoln Investment and Capital Analysts in Royal Oak, Michigan. Thomas has a wide range of experience working with individuals, corporations, and charitable organizations. His services include financial planning, investment management, and retirement planning. He is dedicated 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
06/15/2017 - Present
Lincoln Investment (Royal Oak MI)
MI
05/25/2016 - 01/03/2017
LEGEND EQUITIES CORPORATION (Royal Oak MI)
MI
02/04/2005 - 06/23/2016
PROEQUITIES, INC. (BIRMINGHAM MI)
MA
06/03/2004 - 02/03/2005
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
09/29/1998 - 06/04/2004
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MI
01/16/1998 - 10/06/1998
LEONARD & COMPANY (TROY MI)
AL
03/06/1997 - 12/16/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
06/19/1996 - 03/18/1997
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
AL
09/28/1992 - 06/19/1996
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
04/23/1992 - 10/06/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
FL
11/16/1988 - 03/05/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
01/19/1981 - 09/12/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/19/1981 - 09/12/1988
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 02/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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