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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Goetz is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the industry since 1997. Thomas is registered to provide investment advice in Nebraska and Colorado. Thomas also has previous experience working with First Allied Securities, Inc., Summit Brokerage Services, Inc., and Mutual of Omaha Investor Services, Inc. Thomas is currently working at Cetera Investment Advisers LLC's branch office in Omaha, Nebraska. Thomas offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and 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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (Omaha NE)
CA
10/23/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
10/23/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NE
07/24/1997 - 08/28/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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