Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nardozzi is a financial advisor registered with Perpetual Wealth Advisors, LLC. Thomas is a Certified Financial Planner and is registered as an investment advisor in California, Georgia, Minnesota, North Carolina, and Texas. Thomas has been a registered investment advisor since June 2007. Thomas has specialized in providing financial planning and portfolio management for individuals and businesses. He may also provide educational seminars.
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.
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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NC
07/06/2011 - Present
Perpetual Wealth Advisors, LLC (WAXHAW NC)
IA
Issued 03/30/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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