Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dattilo is a financial advisor registered with Ameriprise Financial Services, LLC. Thomas has been working in the financial services industry since 1994. Thomas has a total of 27 state licenses and 3 licenses to provide investment advisory services. Thomas has a total of 2 principal, 3 product, and 2 state licenses. Thomas has held positions at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas provides financial planning and asset allocation 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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
OH
02/03/2017 - Present
Ameriprise Financial Services, LLC (Pepper Pike OH)
OH
01/28/2009 - 02/14/2017
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
01/03/1997 - 01/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
MI
10/28/1994 - 12/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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