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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Colbert is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the financial services industry since 1986. Thomas is licensed to provide investment advice in 48 states and has provided investment advice to individuals, corporations, and institutions. Thomas specializes in providing financial planning, investment management, and retirement planning services. Thomas is also a Chartered Financial Consultant.
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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2
VT
06/29/2023 - Present
Cetera Investment Advisers LLC (BERLIN VT)
MA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GRAFTON MA)
IA
12/04/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CT
09/25/1990 - 11/30/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
05/07/1990 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
CA
03/06/1987 - 12/31/1989
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
03/07/1986 - 12/31/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 8/5/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 3/6/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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