Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Savino is an investment advisor representative who has been in the financial services industry since 1994. Thomas is registered with the state of California as an Investment Advisor Representative. Thomas currently works for Tucker Asset Management LLC. Thomas has experience working for various companies such as Brokers International Financial Services, LLC., Westmoore Securities, Inc., Questar Capital Corporation, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, West Bay Financial Group Incorporated, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. Thomas has passed the Uniform Securities Agent State Law Examination, Futures Managed Funds Examination and the General Securities Representative Examination. Thomas has passed the Series 63, Series 31, and Series 7 exams. Thomas is a financial planner that specializes in retirement planning, college savings, and estate planning. Thomas also sells insurance products and fixed products as part of the financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
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2
CA
04/15/2016 - Present
Tucker Asset Management LLC (Newport Beach CA)
CA
04/09/2009 - 08/07/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (IRVINE CA)
CA
08/04/2008 - 01/21/2009
WESTMOORE SECURITIES, INC. (ANAHIEM CA)
CA
04/09/2008 - 08/05/2008
QUESTAR CAPITAL CORPORATION (IRVINE CA)
CA
02/16/2001 - 04/10/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
WI
03/27/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
06/24/1999 - 09/21/2000
WEST BAY FINANCIAL GROUP INCORPORATED (SANTA ANA CA)
MO
05/19/1997 - 05/26/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/29/1994 - 05/16/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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