Thomas Cxypoliski (CRD# 2466091) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 30 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities Inc. | Hyannis, MA | Mar 2021 - Current | 3 |
Eagle Strategies LLC | Hyannis, MA | Dec 2016 - Mar 2021 | 4 |
Nylife Securities LLC | Hyannis, MA | May 2016 - Mar 2021 | 4 |
New York Life Insurance Company | Hyannis, MA | Apr 2016 - Mar 2021 | 4 |
Unemployed | Centerville, MA | Nov 2015 - Mar 2016 | < 1 |
Ameriprise Financial Services, Inc. | Osterville, MA | Aug 2015 - Nov 2015 | < 1 |
Jhs Capital Advisors,inc | Tampa, FL | Oct 2011 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1994 |
S65 | NASAA Investment Advisors Law Examination | May 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- FL
- ME
- MI
- NY
- SC
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
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