Eleonora Tomasello, financial advisor San Jose CA
93 score

Eleonora Tomasello

CRD Number: 6197984
Current Firm: Kms Financial Services, Inc.

Eleonora Tomasello (CRD# 6197984) is an Investment Advisor Representative working at Kms Financial Services, Inc. in San Jose, CA and has over 5 years of experience in the finance industry. Eleonora Tomasello 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.

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Professional Designations
Company Name Location Dates Years
Concert Wealth Management, Inc. San Jose, CA Jun 2017 - Current 1
Kms Financial Services, Inc. Seattle, WA Apr 2017 - Current 1
Sowell Financial Services, LLC North Little Rock, AR Sep 2016 - Current 1
Corinthian Wealth Management San Jose, CA Apr 2013 - Current 5
Mercury360, LLC San Francisco, CA Feb 2012 - Current 6
Tomasello Financial Service San Jose, CA Jan 2012 - Current 6
None San Jose, CA May 2010 - Feb 2012 1
Catholic Charities San Jose, CA Jan 2010 - Apr 2010 < 1
None San Jose, CA May 2007 - Dec 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Eleonora J. Tomasello
Phone Number: [206]441-2885
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,793
    MILLIONS
  • Total Number of Accounts
    26,740
    ACCOUNTS
  • Average Account Value
    $254,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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