Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Uber is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Kovitz Investment Group Partners, LLC, a firm that specializes in investment management for individuals, families, businesses, and institutions. Thomas has a strong track record of providing personalized financial advice and portfolio management services to a diverse clientele. Prior to his current position, Thomas has held positions with several other well-known financial institutions including Raymond James & Associates, Inc., Morgan Stanley DW Inc., McDonald & Company Securities, Inc. and Thomson McKinnon Securities Inc. 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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
UT
01/07/2025 - Present
Kovitz Investment Group Partners, LLC (Ivins UT)
MI
07/19/2005 - 12/07/2012
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
FL
02/04/2005 - 07/22/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
06/01/1993 - 02/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
05/01/1989 - 06/14/1993
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
03/24/1982 - 05/04/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
03/30/1982 - 07/17/1984
MANLEY, BENNETT, MCDONALD & CO
NA
03/27/1982 - 03/30/1982
SMITH, HAGUE & CO., INCORPORATED
IA
Issued 10/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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