Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Savelli is a financial professional with over 12 years of experience in the industry. Thomas is currently registered with MGI Funds Distributors, LLC in Colorado and California. Previously, Thomas worked at CHARLES SCHWAB & CO., INC. and MORGAN STANLEY. Thomas holds Series 7, 63, and 65 licenses.
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.
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.
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2
CO
03/08/2023 - Present
MGI Funds Distributors, LLC (Denver CO)
CO
09/09/2015 - 10/27/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
FL
06/14/2011 - 08/31/2015
MORGAN STANLEY (WINTER PARK FL)
NY
09/21/2009 - 05/19/2011
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
IA
Issued 10/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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