Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McKinnon is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the industry since 1997. Thomas is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor. Thomas has also held several other positions in the financial services industry. Thomas holds the Series 6, Series 7, and Series 63 licenses and the SIE designation. Thomas specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Cetera Investment Advisers LLC has over 16618 clients and over 104 billion dollars in assets under management.
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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MA
08/19/1998 - Present
Cetera Investment Advisers LLC (HINGHAM MA)
MI
02/24/1997 - 03/06/1998
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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