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2 advisors near New York, NY
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Thomas S
Series 63, Series 65
Staten Island, NY
CreativeOne Securities, LLC
Thomas Scarpaci Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior roles include positions at Client One Securities, LLC, Ic Advisory Services Inc., and The Investment Center, Inc. Outside of advisory work, he is involved in energy conservation consulting as an officer and majority owner of Energy Solutions Group, Inc., and holds partnerships in several other business ventures including financial planning, captive insurance consulting, and payroll tax services. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base that includes individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis with a range of portfolio management options and maintains relationships with third-party advisers and affiliated platforms.
Louis G
Series 63, Series 65
River Edge, NJ
CreativeOne Securities, LLC
Louis Goldman is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 45 years of industry experience. His prior roles include positions at Kovack Advisors, Kovack Securities, American Portfolios Financial Services, and Questar Capital Corporation. Outside of his advisory work, he serves as president of Tax Depot NJ, LLC, and acts as a notary. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis alongside model rebalancing and offers portfolio management through various channels, including proprietary model portfolios and separately managed accounts.
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2 advisors near New York, NY
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