Thomas Ruggiero

About Thomas Ruggiero

Tom is an financial advisor with 33 years experience who provides consultative and other services to help his clients plan for financial independence. His clients appreciate a thorough, honest, and straightforward approach to managing their hard earned money. Tom holds the following designations as Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Tom\'s experiences include. Investments, Life Insurance, Annuities, Estate Preservation Planning and Executive Benefits. Licensed in.

Experience

1. Financial Services Representative, Financial Advisor

   Baystate Financial

   Sep 2014 — Present

   I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC Supervisory address: One Marina Park Drive, Boston, MA 02••••••••00Branch office: 100 William Street, Suite 300, Wellesley, MA 02••••••••42

Education

• St. John's University

  Bachelor of Business Administration (BBA), Accounting

  1977 — 1981

• St. John's University

  Bachelor of Business Administration (BBA), Accounting

  1977 — 1982

Skills

• Series 6
• Insurance
• Health Insurance
• Series 7
• Training
• Long-Term Care
• Financial Services
• Fixed Annuities
• Financial Advisory
• Iras
• Retirement Planning
• Investments
• Disability Insurance
• Recruiting
• Securities
• Estate Planning
• Mutual Funds
• Retirement
• Series 63
• Term Life Insurance
• Team Building
• 401k
• Life Insurance