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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Joseph Filomeno is a financial advisor with Marcum Wealth, LLC based in Cleveland, Ohio. Thomas Filomeno has been in the industry since 2001. Thomas Filomeno is registered as a Registered Investment Advisor (RIA) in Connecticut. The advisor is also licensed in Series 7 and Series 66.
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.
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.
Consulting
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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OH
09/22/2020 - Present
Marcum Wealth, LLC (CLEVELAND OH)
IN
01/23/2001 - 03/01/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 07/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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