Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Zoilo Quitasol is a financial advisor who has been in the industry for over 20 years. Thomas has a broad range of experience, having worked for firms such as RBS Securities Inc. and Goldman Sachs & Co. prior to joining Fidelity Personal And Workplace Advisors in 2018. Thomas specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Thomas offers a variety of advisory services including financial planning, educational seminars, and portfolio management.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CT
11/11/2011 - 12/11/2013
RBS SECURITIES INC. (STAMFORD CT)
NY
09/15/2009 - 05/12/2010
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
05/24/2000 - 09/15/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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