Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Baer is a financial advisor with over 35 years of experience in the industry. Thomas is registered to offer securities and investment advisory services in multiple states including Florida, Pennsylvania, Colorado, Georgia, Illinois, Missouri, New York, Texas, and Virginia. Thomas is currently employed by Arkadios Wealth Advisors, an investment firm located in Atlanta, GA. Thomas previously worked at Kalos Capital and Madison Avenue Securities. He specializes in providing financial planning, portfolio management, and retirement planning services to individuals, corporations, and high-net-worth clients.
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.
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
PA
09/27/2022 - Present
Arkadios Wealth Advisors (Erie PA)
PA
12/12/2018 - 09/30/2022
KALOS CAPITAL, INC. (Erie PA)
PA
02/01/2006 - 12/07/2018
MADISON AVENUE SECURITIES, LLC (ERIE PA)
PA
07/07/2000 - 02/02/2006
CADARET, GRANT & CO., INC. (ERIE PA)
NY
06/23/1987 - 07/14/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/23/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 11/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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