Unclaimed
Thomas Ealy is a financial advisor who has been in the industry since 1982. Thomas currently works at Cetera Investment Advisers LLC. Thomas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Thomas has provided financial services in Champaign, IL and Mahomet, IL for over 30 years. Thomas has a wide range of experience in the financial services industry, having worked with a variety of firms.
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
IL
03/20/2023 - Present
Cetera Investment Advisers LLC (CHAMPAIGN IL)
IL
01/31/2019 - 02/12/2019
CETERA ADVISOR NETWORKS LLC (CHAMPAIGN IL)
IL
10/05/1995 - 01/31/2019
INVESTMENT PLANNERS, INC. (CHAMPAIGN IL)
GA
12/07/1990 - 09/28/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
12/22/1981 - 12/07/1990
COZAD INVESTMENT SERVICES, INC.
IA
Issued 8/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/11/1981
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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