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 Kreuzer is a financial advisor at Raymond James & Associates, Inc. Thomas Anthony Kreuzer has been in the industry since 1987 and has experience with Morgan Stanley. Thomas Anthony Kreuzer is licensed to provide financial advice in 21 states and holds both Series 63 and Series 65 licenses. Thomas Anthony Kreuzer specializes in providing financial advice to individuals, businesses, high-net-worth individuals, insurance companies, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/14/2025 - Present
Raymond James & Associates, Inc. (BEVERLY HILLS CA)
CA
03/20/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
02/09/1996 - 04/01/2009
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
05/26/1989 - 02/02/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
02/26/1987 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 01/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Kreuzer is the right advisor for you? Invested Better is here to help.
