Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bray is a financial advisor with Cetera Investment Advisers LLC. Thomas has over 5 years of experience in the financial industry and is registered as a Registered Representative and Investment Adviser Representative in Florida. Thomas has a Series 65, Series 63 and Series 6TO licenses and is also a SIE exam holder. Thomas's areas of expertise include financial planning, portfolio management, and pension consulting. He also provides educational seminars for individuals and businesses. Thomas is committed to helping his clients 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
FL
03/31/2023 - Present
Cetera Investment Advisers LLC (WINTER GARDEN FL)
BC
Issued 01/07/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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