Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilson is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with Cetera Investment Advisers LLC and has been with them since January 2024. Prior to that, Thomas worked with MML Investors Services, LLC and MSI Financial Services, Inc. Thomas holds Series 6, 7, 63, and 65 securities licenses. Thomas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, 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.
1
2
FL
02/06/2024 - Present
Cetera Investment Advisers LLC (MELBOURNE FL)
FL
03/25/2017 - 11/16/2021
MML INVESTORS SERVICES, LLC (MELBOURNE FL)
FL
11/19/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
11/19/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELBOURNE FL)
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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