Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Burger is an Investment Advisor Representative at World Investment Advisors, LLC with over 50 years of experience in the industry. Thomas has been registered with the state of Massachusetts for 45 years. Thomas has also worked at Raymond James Financial Services, Inc., Lincoln Financial Securities Corporation, and Equity Services, Inc. Thomas is a Certified Financial Planner and holds Series 7, Series 24, Series 63 and SIE licenses. In addition to his role at World Investment Advisors, LLC, Thomas is also a broker and agent for Hamilton Financial, Inc., a non-variable insurance company.
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
MA
07/03/2024 - Present
World Investment Advisors, LLC (Manchester-by-the-Sea MA)
MA
02/23/2017 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY MA)
MA
05/07/1981 - 03/08/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BEVERLY MA)
NA
07/26/1971 - 04/30/1981
EQUITY SERVICES, INC.
BC
Issued 08/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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