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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 Greer has been in the financial services industry since 2006 and is currently registered with Cetera Investment Advisers LLC. Thomas Greer has been registered with Ameriprise Financial Services, LLC, The Huntington Investment Company, Signator Investors, Inc., and Raymond James & Associates, Inc. in the past. Thomas Greer has passed the Series 7, Series 66 and SIE exams. Thomas Greer offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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2
MI
05/24/2024 - Present
Cetera Investment Advisers LLC (TROY MI)
MI
11/27/2013 - 05/31/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Troy MI)
MI
04/21/2009 - 12/06/2013
THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)
MI
04/11/2007 - 03/12/2009
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
04/07/2006 - 01/30/2007
RAYMOND JAMES & ASSOCIATES, INC. (MACOMB MI)
BOTH
Issued 12/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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