Eleonora Jovel Tomasello

Current Employers

Employment History

• 06/2017 → 06/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 01/2012 → 11/2022
  Tomasello Financial Service
  San Jose, CA
• 02/2012 → 12/2017
  Mercury360, Llc
  San Francisco, CA
• 07/2021 → Present
  Corinthian Wealth Management
  San Jose, CA
• 09/2016 → 12/2017
  Sowell Financial Services, Llc
  North Little Rock, AR
• 04/2017 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 07/2021
  Arbor Point Advisors
  San Jose, CA

Previous Registrations

• 2020-11-06 → 2021-07-01
  Arbor Point Advisors
  San Jose, CA
• 2017-04-04 → 2020-11-06
  Kms Financial Services, Inc.
  San Jose, CA
• 2016-09-16 → 2017-12-15
  Sowell Management
  San Jose, CA
  North Little Rock, AR
• 2013-06-04 → 2017-06-30
  Concert Wealth Management
  San Jose, CA
  San Jose, CA

Other Businesses

***Mrs. Tomasello is a licensed independent insurance agent. It is investment related and she spends approximately 4 hours a month during market and non-market hours on these endeavors. ***CA Notary Public Position: Notary Nature: Notary Public Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 07/07/2015 Address: 1625 The Alameda Ste 308, San Jose CA 95126 ***Silicon Valley Financial Planning Association Position: Volunteer Nature: Silicon Valley Financial Planning Association Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/05/2012 Address: 809-B Cuesta Dr #2127, Mountain View CA 94040,

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-16

Designations