Unclaimed
Thomas Ostler is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the industry since 2005 and is registered in 24 states and 2 jurisdictions. Thomas has a Series 7, Series 66 and SIE. In addition to Cetera Investment Advisers, Thomas has also worked for Securian Financial Services, Inc. and Minnesota Life Insurance Company. Thomas also has a Chartered Financial Consultant designation. Thomas is also involved in the community, serving as a volunteer for organizations like Heart Heroes, Inc., The Church of Latter Day Saints, and the Rotary Club of Omaha Millard.
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
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
07/14/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 8/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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