Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Anderson has been in the financial services industry since October 7, 2002. He is currently registered with Cetera Investment Advisers LLC in Elkview, West Virginia. He is also registered in West Virginia and several other states as a Registered Investment Advisor. Thomas has experience working with several firms including Investment Centers of America, Inc. and Woodbury Financial Services, Inc. Thomas specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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
WV
11/17/2017 - Present
Cetera Investment Advisers LLC (ELKVIEW WV)
WV
06/01/2017 - 11/06/2017
INVESTMENT CENTERS OF AMERICA, INC. (ELKVIEW WV)
WV
05/04/2005 - 06/05/2017
WOODBURY FINANCIAL SERVICES, INC. (ELKVIEW WV)
OH
10/02/2002 - 04/28/2005
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 05/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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