Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Anthony Ferraro is an investment advisor representative with Avantax Advisory Services and has been in the industry since March 9, 1992. Thomas has been registered with Avantax Advisory Services since August 31, 2021. Thomas has licenses in Colorado, Florida, Georgia, New York, North Carolina, and Pennsylvania. Thomas is a Certified Public Accountant and has been in business since May 1992. In addition to his role as an investment advisor representative, Thomas is also a musician and artist. Thomas has been a musician since June 30, 1968, and currently plays bass guitar and sings.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/31/2021 - Present
Avantax Advisory Services (ROCHESTER NY)
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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