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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 Dicristofaro is a financial advisor at Savant Wealth Management with over 20 years of experience in the financial services industry. Thomas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Thomas is registered with the state of Illinois and North Carolina and holds Series 7, 24, 26, 63, and 66 securities licenses. Thomas is committed to providing his clients with personalized financial advice and strategies designed to help them achieve their financial goals.
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.
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2
IL
08/29/2024 - Present
Savant Wealth Management (ROCKFORD IL)
NC
06/01/1994 - 11/12/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
01/22/1993 - 03/19/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
07/15/1992 - 09/10/1992
SOUTH RICHMOND SECURITIES, INC.
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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