Unclaimed
Thomas Kieffer is a financial professional with over 30 years of experience in the industry. Currently, Thomas is a registered representative with IBN Financial Services, Inc. Thomas has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Thomas has a deep understanding of investment strategies and is dedicated to helping clients achieve their financial goals.
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.
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.
Selection and monitoring fees
1
2
NY
07/21/2015 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
FL
02/19/2013 - 07/22/2015
MIDAMERICA FINANCIAL SERVICES, INC. (LAKELAND FL)
NV
01/08/2013 - 02/15/2013
MVP AMERICAN SECURITIES (LAS VEGAS NV)
NV
05/16/2011 - 12/31/2012
MVP AMERICAN SECURITIES (LAS VEGAS NV)
FL
03/02/2000 - 05/06/2011
SIGMA FINANCIAL CORPORATION (LAKELAND FL)
AZ
11/16/1998 - 03/03/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/04/1993 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
KS
12/20/1989 - 12/31/1992
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NA
03/22/1988 - 01/01/1990
VANSOUTH SECURITIES, INC.
NA
05/08/1987 - 01/01/1990
VANSOUTH SECURITIES, INC.
NA
07/06/1987 - 12/31/1989
PW SECURITIES, INC.
NA
07/15/1986 - 05/29/1987
TAX ADVANTAGED INVESTMENTS, INC.
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Kieffer is the right advisor for you? Invested Better is here to help.