Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Rillo is a financial advisor with Raymond James Financial Services Advisors, Inc. Thomas has been in the financial industry for over 38 years and has experience working with a variety of clients including individuals, corporations, and institutions. Thomas holds the Series 7, 24, 53, 63, and 65 licenses as well as the SIE and is also a Certified Financial Planner. Thomas specializes in providing financial planning, investment management, and retirement planning services. Thomas is committed to providing his clients with the highest level of service and expertise.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
06/03/2019 - Present
Raymond James Financial Services Advisors, Inc. (BLOOMINGTON IN)
FL
02/26/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IN
11/21/1984 - 04/15/1996
MONROE FINANCIAL CORPORATION (BLOOMINGTON IN)
IA
Issued 10/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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