Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Travaglini is a financial advisor at Schwab Wealth Advisory, Inc. Thomas has over 15 years of experience in the financial services industry. Thomas is a Certified Financial Planner® professional. Thomas is registered to offer investment advice in 52 states and the District of Columbia.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
01/03/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 10/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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