Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Crider is a financial advisor registered with Cetera Investment Advisers LLC. Thomas has over 25 years of experience in the financial services industry. Thomas is a registered representative with Cetera Investment Advisers LLC and is also a registered investment advisor. Thomas holds the Series 7, 24, 52TO, 53, 9, 10 and SIE licenses. Thomas is also licensed to sell insurance products. Thomas has been a financial advisor in California since 1998. Thomas has previously been affiliated with a number of other financial firms, including Wells Fargo Advisors Financial Network, LLC, Citigroup Global Markets Inc., CitiCorp Investment Services, American Express Financial Advisors Inc., and IDS Life Insurance Company.
SAN CLEMENTE, CA
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
CA
06/04/2024 - Present
Cetera Investment Advisers LLC (SAN CLEMENTE CA)
CA
10/09/2014 - 01/21/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SAN JUAN CAPISTRANO CA)
CA
05/29/2007 - 10/17/2014
CITIGROUP GLOBAL MARKETS INC. (TUSTIN CA)
CA
06/17/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (FOUNTAIN VALLEY CA)
MN
03/25/1998 - 06/26/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/25/1998 - 06/26/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 4/7/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/29/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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