Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Savage is a financial advisor with Commonwealth Financial Network, providing financial advice and services to individuals, businesses, and institutions. Thomas has been in the financial industry since June 27, 2000, and has a strong track record of success in helping clients achieve their financial goals. Thomas has a wide range of experience in financial planning, portfolio management, and investment advisory services. Thomas is committed to providing personalized financial advice and services that meet the unique needs of each client.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/06/2022 - Present
Commonwealth Financial Network (Marion OH)
OH
07/29/2002 - 07/14/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
NY
02/26/1999 - 06/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/05/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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