Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Santabarbara is an Investment Advisor Representative with Global Retirement Partners LLC, located in Latham, NY. Thomas Michael Santabarbara is a registered investment advisor with experience in the financial services industry since 1982. Thomas Michael Santabarbara has passed the Series 6, 7, 22, 63, and 65 exams. In the past, Thomas Michael Santabarbara has worked for companies such as Advantage Capital Corporation, Travelers Equities Sales, Inc., PSI Securities Corporation, John Hancock Distributors, Inc., Direct Advisors, LLC, DR Pension Services, LLC and Hub International, Inc.
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.
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.
1
2
NY
08/29/2022 - Present
Global Retirement Partners LLC (Latham NY)
GA
08/15/1994 - 12/09/2004
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
11/23/1988 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
CA
08/13/1985 - 06/14/1988
PSI SECURITIES CORPORATION (GLENDALE CA)
NA
09/15/1982 - 11/01/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas Santabarbara is the right advisor for you? Invested Better is here to help.
