Unclaimed
Thomas Michael Pilleri is a financial advisor at MML Investors Services, LLC with over 23 years of experience in the industry. Thomas has worked for several firms including MSI Financial Services, Inc., New England Securities, AXA Advisors, LLC, MONY Securities Corporation, and Trusted Securities Advisors Corp.. Thomas is currently licensed in Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, and North Carolina. Thomas offers financial planning, pension consulting, and educational seminars in addition to portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MEDFORD MA)
MA
09/10/2007 - 01/02/2015
NEW ENGLAND SECURITIES (MEDFORD MA)
MA
06/01/2005 - 09/14/2007
AXA ADVISORS, LLC (MALDEN MA)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/10/1999 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 12/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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