Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Patrick Fulfaro is a financial advisor with over 15 years of experience in the industry. He is a Certified Financial Planner and a Chartered Financial Consultant. Thomas is currently registered with LPL Financial LLC in Nazareth, PA. Previously, Thomas was registered with Transamerica Investors Securities Corporation in Harrison, NY; Park Avenue Securities LLC in Bethlehem, PA; MML Investors Services, LLC in Center Valley, PA; Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ; and UBS Financial Services Inc. in Bethlehem, PA.
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.
Consulting and other non-discretionary advisory services
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
PA
05/24/2021 - Present
LPL Financial LLC (NAZARETH PA)
NY
02/20/2018 - 05/05/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
PA
10/08/2013 - 02/10/2018
PARK AVENUE SECURITIES LLC (BETHLEHEM PA)
PA
03/01/2010 - 09/30/2013
MML INVESTORS SERVICES, LLC (CENTER VALLEY PA)
NJ
03/31/2009 - 02/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
10/15/2007 - 10/20/2008
UBS FINANCIAL SERVICES INC. (BETHLEHEM PA)
BOTH
Issued 11/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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