Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wiltz is an active Registered Investment Advisor Representative (IAR) and Broker-Dealer Representative. He is registered to provide investment advice in several states including Alabama, California, Florida, Georgia, Indiana, Louisiana, Michigan, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and West Virginia. He is currently employed by Centaurus Financial, Inc. Thomas has been in the industry since 1991 and is a licensed principal in the areas of municipal fund securities, general securities and is also registered with the SIE. He is also licensed by the State of Minnesota as an investment advisor representative and Broker-Dealer representative. Thomas has a broad range of experience in the financial services industry, having worked with previous firms such as Ameritas Investment Corp, Platinum Capital Advisors, Questar Capital Corporation, and Woodbury Financial Services, Inc.
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
MS
03/14/2022 - Present
Centaurus Financial, Inc. (Biloxi MS)
MS
03/01/2019 - 03/16/2022
WOODBURY FINANCIAL SERVICES, INC. (Biloxi MS)
MS
11/21/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Biloxi MS)
MS
09/01/2010 - 12/01/2016
AMERITAS INVESTMENT CORP. (BILOXI MS)
MS
12/23/1999 - 09/07/2010
FSC SECURITIES CORPORATION (BILOXI MS)
MN
06/11/1991 - 12/23/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/11/1991 - 12/23/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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