Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ruggie is a financial professional with over 30 years of experience in the financial services industry. Thomas is currently a Registered Representative and Investment Advisor Representative with Destiny Wealth Partners, LLC. He has a comprehensive background in financial planning, investment management, and insurance. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. He is also a member of the Financial Planning Association.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Flat fee
1
2
FL
02/11/2021 - Present
Destiny Wealth Partners, LLC (TAVARES FL)
FL
06/17/2010 - 10/04/2016
PURSHE KAPLAN STERLING INVESTMENTS (TAVARES FL)
FL
05/06/2004 - 10/07/2009
LPL FINANCIAL CORPORATION (TAVARES FL)
CT
01/07/1992 - 05/28/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
01/07/1992 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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