Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Langtry is a financial advisor with over 25 years of experience in the industry. Thomas has been with Cetera Investment Advisers LLC since April 2018, and previously worked with Cetera Financial Specialists LLC from October 2005 to March 2018. Thomas is a registered investment advisor representative in New York, and holds the Series 6, Series 63, and SIE licenses. Thomas is an Enrolled Agent and has been providing accounting and tax preparation services since 1981.
HOPEWELL JUNCTION, NY
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.
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NY
04/12/2021 - Present
Cetera Investment Advisers LLC (HOPEWELL JUNCTION NY)
NY
10/24/2005 - 03/26/2018
CETERA FINANCIAL SPECIALISTS LLC (HOPEWELL JUNCTION NY)
NJ
01/08/1998 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
11/25/1994 - 11/25/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 12/6/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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