Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cavaliere is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with IHT Wealth Management LLC in Overland Park, KS. He is also registered with the state of Kansas as an investment advisor representative (IAR). Previously, Thomas was a registered representative with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Thomas holds Series 66, Series 7 and SIE licenses. He has experience with insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Thomas provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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.
Financial planning fees
1
2
KS
10/13/2017 - Present
IHT Wealth Management LLC (Overland Park KS)
KS
09/18/2001 - 12/21/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LEAWOOD KS)
MN
09/18/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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