Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wise is an investment advisor representative at Galileo Planning Group, Inc. based in Menlo Park, CA. Thomas has been in the industry since June 2018 and holds a Series 65 license. Thomas is currently registered as an Investment Advisor Representative in California. Galileo Planning Group, Inc. is a Registered Investment Advisor with approximately 140 clients and manages assets for individual investors.
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.
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 advised assets
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2
CA
09/19/2018 - Present
Galileo Planning Group, Inc. (MENLO PARK CA)
IA
Issued 09/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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