Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Roycroft is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the financial services industry since February 5, 1992. Thomas has passed the Series 7, Series 24, Series 63, and SIE exams. Thomas holds a current registration with the state of Pennsylvania. Thomas has previously worked with Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., Raike Financial Group Inc., SunPoint Securities, Inc., EBI Securities Corporation, H.J. Meyers & Co., Inc., and Hibbard Brown & Co., 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
PA
10/08/2015 - Present
Cetera Investment Advisers LLC (GLEN MILLS PA)
PA
09/17/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GLEN MILLS PA)
PA
12/07/1999 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (Glen Mills PA)
GA
12/07/1999 - 02/02/2000
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
TX
06/11/1999 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CO
10/27/1995 - 06/15/1999
EBI SECURITIES CORPORATION (ENGLEWOOD CO)
NY
06/18/1992 - 01/05/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
01/20/1992 - 06/24/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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