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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cordovano is a financial advisor registered in New York and Texas, and currently works for Corient, a firm that provides financial advisory services. Thomas has worked in the industry since 1985 and has a wide range of experience in the financial services field. He has a strong background in investment management and has a deep understanding of the markets. Thomas holds the Series 6, 7, 63, 65, 99TO and SIE licenses and is a Certified Financial Planner. Thomas has worked with a number of different companies throughout his career, including UBS Financial Services Inc., PURSHE KAPLAN STERLING INVESTMENTS and LA FERLA GROUP LLC. Thomas's current firm, Corient, has a number of different services available, including financial planning, portfolio management, and retirement planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
06/14/2023 - Present
Corient (Garden City NY)
NY
05/15/2015 - 03/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Garden City NY)
NY
06/11/1986 - 05/29/2015
UBS FINANCIAL SERVICES INC. (UNIONDALE NY)
NA
06/24/1985 - 06/16/1986
THE DREYFUS SERVICE CORPORATION
IA
Issued 10/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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