Unclaimed
Scott Mciver Thomas is a financial professional with over 30 years of experience in the financial services industry. Scott is a Certified Financial Planner and holds multiple securities licenses. Scott is currently registered with Cetera Investment Advisers LLC, and has previously worked with IFG Network Securities, Inc., World Invest Corporation, Global Investor Securities, Inc., and Investech Capital Corporation. Scott specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Scott is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Scott also provides educational seminars and helps clients select other advisors. Scott is dedicated to serving his clients with integrity and professionalism.
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.
1
2
NC
03/21/2024 - Present
Cetera Investment Advisers LLC (GREENSBORO NC)
GA
01/23/1991 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/29/1990 - 11/20/1990
IFG NETWORK SECURITIES, INC.
FL
08/14/1990 - 11/09/1990
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NA
12/18/1989 - 08/14/1990
GLOBAL INVESTOR SECURITIES, INC.
AL
08/24/1987 - 12/20/1989
INVESTECH CAPITAL CORPORATION (BIRMINGHAM AL)
IA
Issued 2/22/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/23/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 8/23/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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