Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Pelham is a financial advisor with Kaufman Rossin Wealth, LLC based in Miami, FL. Thomas has been in the financial services industry since 2000. Thomas has a Series 6, Series 26, and Series 63 license, and has obtained the Certified Financial Planner designation. Thomas also serves as a Principal at Kaufman, Rossin & Co. and President of KR Financial Services, LLC dba Kaufman Rossin Insurance Services. Thomas specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to high net worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/23/2019 - Present
Kaufman Rossin Wealth, LLC (MIAMI FL)
FL
06/02/2011 - 11/17/2014
INFINEX INVESTMENTS, INC. (CORAL GABLES FL)
TN
04/23/2009 - 01/21/2010
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
FL
03/04/2008 - 07/17/2008
LPL FINANCIAL CORPORATION (CORAL GABLES FL)
FL
07/20/2004 - 03/04/2008
IFMG SECURITIES, INC. (CORAL GABLES FL)
GA
08/16/2000 - 11/24/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/17/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas Pelham is the right advisor for you? Invested Better is here to help.
