Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Delrosso is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the financial services industry since 1984. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, Series 9, Series 10, Series 63, and Series 65 licenses. He is also a Certified Financial Planner (CFP). Thomas offers a range of financial services, including investment consulting services, financial planning, portfolio management for individuals and businesses, and selection of other advisors. Thomas specializes in investments, retirement planning, education planning, and insurance. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
NH
11/19/2024 - Present
Wells Fargo Clearing Services, LLC (PORTSMOUTH NH)
MA
01/31/2008 - 02/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANDOVER MA)
MA
05/12/2000 - 02/01/2008
WACHOVIA SECURITIES, LLC (ANDOVER MA)
MO
12/09/1985 - 05/16/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/20/1984 - 11/26/1985
MERRIMACK VALLEY INVESTMENT, INC.
NA
02/14/1984 - 04/23/1984
FIRST INVESTORS CORPORATION
IA
Issued 11/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Delrosso is the right advisor for you? Invested Better is here to help.
