Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Tavolacci is an Investment Advisor Representative at Edward Jones. Thomas has been in the financial services industry since 2007. Thomas holds the Series 7, Series 63, and Series 66 licenses and has been registered with FINRA since 2010. Thomas has previously worked for Kemper Securities Group, Inc. and Blunt Ellis & Loewi Incorporated. Thomas is registered to provide financial advice in 51 states.
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.
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.
See schedule d - miscellaneous
1
2
MO
04/03/2023 - Present
Edward Jones (ST LOUIS MO)
IL
02/16/2010 - 01/05/2023
EDWARD JONES (GODFREY IL)
NA
09/04/1990 - 02/22/1991
KEMPER SECURITIES GROUP, INC.
NA
11/30/1988 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
12/22/1987 - 06/28/1988
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
12/22/1987 - 06/22/1988
MONY SECURITIES CORP.
BOTH
Issued 03/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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