Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Katula is a financial professional with over 28 years of experience in the industry. Thomas is currently registered with Cetera Investment Advisers LLC and is located in the Bolingbrook, IL office. Thomas has a wide range of experience in financial services, having worked with a variety of firms including Invest Financial Corporation, Citigroup Global Markets Inc., Citicorp Investment Services, Charter One Securities, Inc., and Metropolitan Life Insurance Company. Thomas is a Series 6, 7, 63 and 65 licensed financial advisor.
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
IL
01/05/2018 - Present
Cetera Investment Advisers LLC (BOLINGBROOK IL)
IL
09/17/2009 - 01/08/2018
INVEST FINANCIAL CORPORATION (OAK LAWN IL)
IL
05/29/2007 - 09/22/2009
CITIGROUP GLOBAL MARKETS INC. (DOWNERS GROVE IL)
IL
09/27/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (DOWNERS GROVE IL)
OH
09/04/2001 - 10/10/2001
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
WI
04/15/1997 - 09/05/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
07/26/1994 - 04/18/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/26/1994 - 04/18/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 7/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 7/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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