Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Palazzo is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Thomas has been in the financial industry for over 17 years. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. Thomas's office is located in McLean, Virginia and he is registered in 10 states: District of Columbia, Florida, Maryland, North Carolina, Texas, Virginia, West Virginia. In addition to his role at Wells Fargo Advisors Financial Network, LLC, Thomas also owns and operates Thomas Palazzo Financial Advisor LLC DBA The Palazzo Company LLC.
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.
Investment consulting services to institutional clients
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.
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2
MD
07/26/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
VA
07/13/2012 - 08/19/2022
MORGAN STANLEY (Mclean VA)
VA
10/13/2005 - 07/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (FAIRFAX VA)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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