Thomas CatalanoCRD Number: 6564541
Current Firm: Hilton Head Wealth Advisors, LLC
Thomas Catalano (CRD# 6564541) is an Investment Advisor Representative working at Hilton Head Wealth Advisors, LLC in Bluffton, SC and has over 4 years of experience in the finance industry. Thomas Catalano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Synovus Securities, Inc.
Bull Street Advisors
Cambridge Investment Research Advisors, Inc.
|Nms Capital Advisors, LLC||Beverly Hills, CA||Jan 2017 - Current||4|
|Nms Capital Asset Managment, Inc.||Beverly Hills, CA||Jan 2017 - Current||4|
|Retired||Blufton, SC||Dec 2015 - Jan 2017||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hilton Head Island, SC||Sep 2015 - Dec 2015||< 1|
|Retired||Bethel, CT||Feb 2015 - Sep 2015||< 1|
|At&t||Dallas, TX||Sep 1983 - Feb 2015||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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