Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Solfio is an investment advisor representative associated with Sanctuary Advisors, LLC. Thomas has been active in the industry since June 2022 and holds a Series 65 license. Thomas is also a registered investment advisor in Florida. The office address for Sanctuary Advisors, LLC where Thomas works is 1805 Cypress Brook Dr Suite 103, Trinity, FL.
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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FL
06/13/2022 - Present
Sanctuary Advisors, LLC (Trinity FL)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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