Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Colombo is a financial advisor at Kovitz Investment Group Partners, LLC. Thomas has been working in the financial services industry since 2016. Thomas is registered with the state of North Carolina and holds a Series 66, Series 7, and SIE license. Thomas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions. Thomas has a passion for helping people achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
NC
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Waxhaw NC)
NC
02/23/2016 - 02/25/2019
MORGAN STANLEY (CHARLOTTE NC)
BOTH
Issued 03/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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