Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Arcuri is a financial advisor who is registered as an Investment Advisor Representative in Arizona with Sageview Advisory Group, LLC. Thomas has been in the industry for over 12 years and has experience working with individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. He is also knowledgeable about the securities industry and holds the Series 6, Series 63 and Series 65 licenses. Thomas is an active advisor and a member of the Sageview Advisory Group, LLC team.
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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AZ
10/10/2019 - Present
Sageview Advisory Group, LLC (Phoenix AZ)
AZ
07/04/2007 - 09/06/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 10/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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