Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robert Thomas is a financial professional with over 16 years of experience in the industry. Brian is currently registered with Cetera Investment Advisers LLC, a firm with over 6,600 investment adviser representatives, and has been in the industry since 2006. Prior to joining Cetera Investment Advisers LLC, Brian was with Investors Capital Corp. Brian is licensed to provide financial advice in Alaska, California, Connecticut, Florida, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virgin Islands, and Virginia. Brian also has a Series 66, Series 24, Series 7, and SIE licenses and is a licensed insurance agent, selling life, health, disability, annuities, and property & casualty insurance. Brian is passionate about helping clients achieve their financial goals and has a strong commitment to providing personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (LYNN MA)
MA
11/03/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (LYNN MA)
BOTH
Issued 12/1/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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