Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Barletta is an investment advisor representative associated with Kelson Capital LLC. Thomas is licensed as an investment advisor representative. Thomas has been in the financial industry since 2008. Thomas Barletta has passed the Uniform Investment Adviser Law Examination (Series 65), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Thomas's previous firm was MARWOOD GROUP RESEARCH, where Thomas was registered from 2009 to 2021.
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.
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.
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CT
10/04/2022 - Present
Kelson Capital LLC (STAMFORD CT)
NY
05/07/2009 - 11/09/2021
MARWOOD GROUP RESEARCH (NEW YORK NY)
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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