Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Furlong has been working in the financial services industry since 1991. Thomas is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Thomas has experience in providing investment advice and financial planning. Thomas has a broad base of experience, having worked with a variety of firms including LPL Financial LLC, MONY Securities Corporation, Trusted Securities Advisors Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Thomas has a wide range of certifications and registrations including Series 7, 6, 63, and 65.
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
TX
11/16/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
KY
02/01/2005 - 11/26/2018
LPL FINANCIAL LLC (LOUISVILLE KY)
NY
12/02/2003 - 01/13/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
03/10/2003 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
12/06/2000 - 03/06/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/02/1991 - 10/03/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
01/01/1991 - 06/26/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1991 - 06/26/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Furlong is the right advisor for you? Invested Better is here to help.
