Eleonora Tomasello (CRD# 6197984) is an Investment Advisor Representative working at Corinthian Wealth Management in San Jose, CA and has over 10 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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corinthian Wealth Management | San Jose, CA | Jul 2021 - Current | 2 |
| Tomasello Financial Service | San Jose, CA | Jan 2012 - Nov 2022 | 10 |
| Arbor Point Advisors | San Jose, CA | Nov 2020 - Jul 2021 | < 1 |
| Kms Financial Services, Inc. | Seattle, WA | Apr 2017 - Nov 2020 | 3 |
| Sowell Financial Services, LLC | North Little Rock, AR | Sep 2016 - Dec 2017 | 1 |
| Mercury360, LLC | San Francisco, CA | Feb 2012 - Dec 2017 | 5 |
| Concert Wealth Management, Inc. | San Jose, CA | Jun 2017 - Jun 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
-
Total Assets Under Management90MILLIONS
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Total Number of Accounts321ACCOUNTS
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Average Account Value$281,875
- 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
- Selection of other advisers (including private fund managers)
CA
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