Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ditzer is an investment advisor representative with HUB Investment Partners, LLC, located in Austin, Texas. Thomas has been in the financial services industry since 2006 and has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Thomas has a broad range of experience across multiple investment firms and has worked with a variety of clients, including individuals, corporations, non-profit organizations, and government entities.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/24/2024 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
09/01/2010 - 02/16/2017
KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)
TX
11/16/2009 - 09/17/2010
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
TX
01/01/2008 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/27/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 05/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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