Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Morrone is a financial advisor with over 20 years of experience in the industry. Thomas is a Certified Financial Planner™ professional and has a background in accounting and tax preparation. Thomas is also a registered representative of LPL Financial and an Investment Advisor Representative of Great Valley Advisor Group, Inc.. Thomas 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.
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 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.
A percentage of the total value of assets under management is charged.
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2
CT
05/03/2021 - Present
Great Valley Advisor Group, Inc. (NORTH HAVEN CT)
CT
05/13/2009 - 12/03/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (NORTH HAVEN CT)
CT
01/09/2006 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (NORTH HAVEN CT)
CT
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (NORTH HAVEN CT)
AZ
12/05/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
08/15/2000 - 12/10/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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