Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Musto is a financial professional with over 20 years of experience in the financial industry. Thomas is currently registered with The Pinnacle Financial Group and is also a Registered Investment Advisor. Thomas has worked for a number of firms including WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Thomas has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance.
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.
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.
Financial planning
1
2
NY
09/07/2021 - Present
THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)
NY
12/11/2009 - 02/21/2017
WELLS FARGO CLEARING SERVICES, LLC (BABYLON NY)
NY
05/29/2007 - 12/19/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH BABYLON NY)
NY
02/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (EAST NORTHPORT NY)
NY
07/21/2005 - 01/25/2006
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
12/09/2003 - 07/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/26/2002 - 12/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Musto is the right advisor for you? Invested Better is here to help.
