Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas V. Pellegrino is a financial professional who has been in the industry since 2020. Thomas is currently affiliated with HD Money, Inc. as an Investment Adviser Representative. He previously worked for Equitable Advisors, LLC. Thomas specializes in financial planning, portfolio management for individuals, and provides educational seminars. Thomas holds the Series 7TO, Series 66 and SIE exams. He is registered in Florida.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
01/01/2025 - Present
HD Money, Inc. (SARASOTA FL)
FL
01/07/2020 - 07/11/2022
EQUITABLE ADVISORS, LLC (SARASOTA FL)
BOTH
Issued 12/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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