Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leverone has been a registered investment advisor since 1999. Thomas currently works with Global Retirement Partners LLC. Thomas is a Chartered Financial Consultant and holds several licenses and certifications, including a Series 6, 7, and 63. Prior to joining Global Retirement Partners LLC, Thomas worked with MML INVESTORS SERVICES, LLC. Thomas has a history of working with insurance companies, high net worth individuals, charitable organizations, corporations, and pension plans. Thomas specializes in retirement planning, financial planning, and investment advisory services.
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.
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VA
11/13/2015 - Present
Global Retirement Partners LLC (MCLEAN VA)
VA
12/18/1998 - 12/06/2012
MML INVESTORS SERVICES, LLC (MCLEAN VA)
MA
05/13/1998 - 09/14/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
TX
06/03/1997 - 07/21/1997
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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