Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McBride is a financial advisor with over 25 years of experience in the industry. Thomas is currently registered with Cetera Investment Advisers LLC, a firm that specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Previously, Thomas worked with VOYA FINANCIAL ADVISORS, INC. and METLIFE SECURITIES INC. Thomas holds a Series 7, Series 24, Series 63 and Series 66 licenses and is registered to provide investment advisory services in Pennsylvania and Massachusetts. Thomas is also an independent insurance agent.
LANSDALE, PA
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANSDALE PA)
PA
04/21/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LANSDALE PA)
MA
10/16/2001 - 04/22/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/16/2001 - 04/22/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
09/06/1996 - 10/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/06/1996 - 10/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 7/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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