Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bernard Dunn is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the industry since 1986. Thomas has Series 6, 63 and 65 registrations and has been registered with Cetera Investment Advisers LLC since 2023. Thomas was previously registered with VOYA FINANCIAL ADVISORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MANEQUITY, INC. and AMERITAS INVESTMENT CORP.. Thomas specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Thomas's expertise covers a range of investments including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Thomas is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
SD
06/29/2023 - Present
Cetera Investment Advisers LLC (SIOUX FALLS SD)
SD
04/22/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SIOUX FALLS SD)
SD
08/23/1989 - 04/22/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (SIOUX FALLS SD)
IN
08/23/1989 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
09/09/1988 - 12/16/1989
MANEQUITY, INC. (BOSTON MA)
NE
05/06/1986 - 08/31/1988
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 3/6/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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