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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 Edwin Graber is an investment advisor representative with Impact Investment Strategies, Inc. Thomas has been in the financial services industry since 1990. Impact Investment Strategies, Inc. provides financial planning, portfolio management for individuals, and pension consulting services. The firm has $39,432,501 in assets under management. Thomas holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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MI
05/08/2023 - Present
Impact Investment Strategies, Inc. (ROCHESTER HILLS MI)
MI
06/06/2000 - 12/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (TROY MI)
AZ
08/03/1995 - 06/14/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
03/09/1994 - 08/09/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
02/20/1990 - 01/20/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 02/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/12/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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