Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gervase is a financial advisor with SPC in Ann Arbor, MI. Thomas has been in the financial services industry since 2007 and has a strong track record of helping individuals and families achieve their financial goals. Thomas is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money. Thomas offers a variety of financial services, including investment management, retirement planning, and insurance planning. Thomas is also a Registered Representative of Parkland Securities, LLC.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
06/19/2024 - Present
SPC (ANN ARBOR MI)
NC
12/14/2022 - 06/18/2024
GROVE POINT INVESTMENTS, LLC (Fuquay Varina NC)
NC
10/24/2022 - 12/16/2022
PRUCO SECURITIES, LLC. (Greensboro NC)
NC
03/07/2020 - 10/17/2022
MODERN CAPITAL SECURITIES INC. (RALEIGH NC)
NC
11/23/2019 - 03/02/2020
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NC
04/22/2014 - 10/11/2019
CUSO FINANCIAL SERVICES, L.P. (Garner NC)
NC
01/26/2011 - 01/28/2013
PARK AVENUE SECURITIES LLC (RALEIGH NC)
NC
08/27/2007 - 01/18/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
GA
04/25/2001 - 10/05/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 07/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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