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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 Benjiman Carreras is a financial advisor with Prime Capital Financial. Thomas has been in the industry since 1988, working with clients to help them reach their financial goals. Thomas has a wide range of experience in the financial services industry, including experience working with Ameritas Investment Company, LLC and InterVest International Equities Corporation. Thomas holds several industry licenses, including Series 6, 7, 24, 63 and 65.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
05/05/2022 - Present
Prime Capital Financial (OVERLAND PARK KS)
FL
10/30/2003 - 01/26/2022
AMERITAS INVESTMENT COMPANY, LLC (W Palm Beach FL)
CO
10/15/2001 - 10/31/2003
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
11/25/1988 - 10/15/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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