Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cannavo is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. He is a Registered Representative and Investment Advisor Representative in the state of New York and is also licensed in Arizona. Thomas has been in the financial services industry since 2015. Thomas has passed the Series 7, Series 66 and SIE exams and is a Registered Representative with FINRA. Prior to joining Cambridge Investment Research Advisors, Inc., he worked for PEAK BROKERAGE SERVICES, LLC and AXA ADVISORS, LLC. Thomas' primary focus is on providing investment advice and financial planning services to individual investors and small businesses. He also offers insurance services through his own business, Pillar Wealth Solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
07/12/2021 - Present
Cambridge Investment Research Advisors, Inc. (Williamsville NY)
NY
05/22/2017 - 07/13/2021
PEAK BROKERAGE SERVICES, LLC (Williamsville NY)
NY
02/03/2015 - 06/01/2017
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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