Unclaimed
Thomas Petzold is a financial advisor with Centennial Securities Company, Inc., based in Grand Rapids, Michigan. Thomas has been in the financial industry since 1984 and holds several licenses and certifications, including Series 7, Series 63, Series 24, and Series 65. Thomas has also worked for Pathway Investment Co. and Royal Securities Company. Thomas's current focus is providing financial advice to individuals, businesses, and retirement 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.
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
MI
03/05/2010 - Present
Centennial Securities Company, Inc. (GRAND RAPIDS MI)
MI
01/13/1987 - 08/21/2000
PATHWAY INVESTMENT CO. (GRAND RAPIDS MI)
NA
05/30/1984 - 12/18/1986
ROYAL SECURITIES COMPANY
NA
04/18/1984 - 05/18/1984
ALL AMERICAN MANAGEMENT CORPORATION
IA
Issued 02/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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