Unclaimed
Thomas Fred Zamiara is a financial advisor currently registered with Onedigital Investment Advisors. Thomas has been in the industry for over 30 years, and holds the Series 3, 7, 9, 10, 24, 63, and 65 licenses. Thomas has worked with a variety of firms throughout his career, including Cambridge Investment Research, Inc., GunnAllen Financial, Inc., Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Currently, Thomas is also a partner at Westminster Financial, LLC, and serves as Vice President/Treasurer at St. Peter's Kitchen, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/15/2021 - Present
Onedigital Investment Advisors (Rochester NY)
NY
02/04/2008 - 12/31/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCHESTER NY)
NY
02/12/2003 - 02/08/2008
GUNNALLEN FINANCIAL, INC (ROCHESTER NY)
NY
07/07/1994 - 01/10/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 07/13/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
05/27/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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