Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Herman Breiter is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Wealth Enhancement Advisory Services, LLC. Thomas is also a registered representative and holds a Series 7, Series 24, and Series 63 license. Thomas provides financial planning, portfolio management and selection of other advisors services for individuals, businesses, and pension and profit-sharing plans. Thomas has previously worked for Allegiance Securities Corporation, Delta First Financial, Inc., and Blinder, Robinson & Co., 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
FL
04/04/2022 - Present
Wealth Enhancement Advisory Services, LLC (BRADENTON FL)
NA
04/08/1992 - 12/18/1992
ALLEGIANCE SECURITIES CORPORATION
FL
07/09/1988 - 02/12/1992
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
NA
08/20/1987 - 05/13/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 04/16/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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