Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Rudolph Fortino is a financial advisor with over 20 years of experience in the financial services industry. Thomas currently works with Brookstone Wealth Advisors, LLC. Thomas previously worked with First Allied Securities, Inc. and Investors Capital Corp., and a number of other firms, including The O.N. Equity Sales Company and John Hancock Distributors, Inc. Thomas is registered with the state of Illinois and Michigan as a Registered Investment Advisor. Thomas holds the Series 7, Series 22, Series 6, Series 63, Series 65, and Series 24 licenses. Thomas offers a variety of financial planning services, including portfolio management for individuals and businesses. Thomas is also a licensed insurance agent and offers a range of insurance products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
IL
01/27/2025 - Present
Brookstone Wealth Advisors, LLC (Downers Grove IL)
IL
12/16/2005 - 08/06/2010
FIRST ALLIED SECURITIES, INC. (OAK BROOK IL)
MA
02/13/2004 - 12/16/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
01/02/2002 - 02/19/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/23/1999 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
04/16/1998 - 10/06/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
OH
09/19/1997 - 03/27/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
01/31/1995 - 09/04/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/31/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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