Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Claro is a registered investment advisor representative with Cetera Investment Advisers LLC. Thomas Claro is a financial advisor with over 19 years of experience in the industry. Thomas Claro provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars to clients. Cetera Investment Advisers LLC is a registered investment advisor firm with over $100 billion in assets under management. The firm provides a range of financial services to individual investors and businesses. Cetera Investment Advisers LLC has been in business for over 20 years and has a strong track record of providing quality financial advice to its clients.
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.
1
2
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
04/18/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
07/15/2004 - 04/21/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
BOTH
Issued 7/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/1/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/7/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 7/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Claro is the right advisor for you? Invested Better is here to help.
