Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas J. Guidi is a financial advisor registered with Foster & Motley Inc. in Cincinnati, Ohio. Thomas has been in the industry since 2001 and has a Series 7 and Series 63 license. He specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, and corporations. Thomas is also a Chartered Financial Analyst.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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OH
12/05/2008 - Present
Foster & Motley Inc. (CINCINNATI OH)
RI
08/07/2001 - 09/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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