Thomas GiordanoCRD Number: 1634603
Current Firm: Palmetto Advisory
Thomas Giordano (CRD# 1634603) is an Investment Advisor Representative working at Palmetto Advisory in Kiawah Island, SC and has over 2 years of experience in the finance industry.
Truist Advisory Services, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Palmetto Advisory Group||Kiawah Island, SC||Jan 2020 - Current||2|
|Palmetto Advisory||Kiawah Island, SC||Jan 2020 - Current||2|
|Palmetto Advisory||Kiawah Island, SC||Sep 2019 - Current||2|
|Lindner Capital Management||Marietta, GA||Mar 2019 - Sep 2019||< 1|
|Uber||Lilburn, GA||Dec 2018 - Mar 2019||< 1|
|Pilot Catastrophe Insurance||Mobile, AL||Jun 2018 - Dec 2018||< 1|
|Uber||Lilburn, GA||Sep 2017 - Jun 2018||< 1|
|Apple||Cupertino, CA||May 2015 - Sep 2017||2|
|Palmetto Advisory Group||Kiawah Island, SC||Aug 2013 - Apr 2015||1|
|Crossmark||Plano, TX||Apr 2008 - Jun 2014||6|
|Marketforce||Norcross, GA||Apr 2008 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2020|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
CT, FL, GA, MA, NC, SC, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.