Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brizzolara is a financial advisor who has been in the industry since 1984. Thomas is currently registered with Ameriprise Financial Services, LLC, and is a registered representative (RA) in Ohio. Prior to joining Ameriprise, Thomas was affiliated with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Thomas is a licensed advisor in 11 states and specializes in retirement planning, asset allocation services, financial planning, education seminars, and portfolio management for individuals.
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.
Asset allocation services
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.
1
2
OH
06/29/2016 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
KY
02/13/2013 - 06/30/2016
RAYMOND JAMES & ASSOCIATES, INC. (COVINGTON KY)
KY
10/28/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NY
07/31/1993 - 11/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/25/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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