Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vlahakis is a financial advisor with Centaurus Financial, Inc. based in Glen Allen, VA. Thomas has been in the financial services industry since 1998 and holds a Series 6, Series 63 and Series 65 license. Thomas also has experience with insurance products, including health insurance and fixed annuities. Thomas has a history of serving a broad range of clients, from individuals to businesses and high-net-worth individuals, providing them with a variety of financial advisory services including financial planning, pension consulting, and portfolio 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.
1
2
VA
11/30/2020 - Present
Centaurus Financial, Inc. (Glen Allen VA)
MA
05/05/1998 - 02/20/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Vlahakis is the right advisor for you? Invested Better is here to help.
