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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 Bray is a financial advisor registered with Cetera Investment Advisers LLC. Thomas Bray works in the Orlando, FL office of Cetera Investment Advisers LLC. Thomas Bray is licensed to provide investment advice in Florida and holds the Series 63, Series 65, and Series 6TO securities licenses. Thomas Bray is a financial professional with over 5 years of experience in the financial services industry. Thomas Bray specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Thomas Bray offers a variety of investment services to individuals, businesses, and charitable organizations. Thomas Bray also offers investment advice on a fee-only, hourly, and percentage of assets basis.
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
FL
03/31/2023 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
BC
Issued 1/7/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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