Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Surowka is an investment advisor representative with Kestra Advisory Services, LLC. He is a financial advisor based in Endwell, New York. Thomas has over 39 years of experience in the financial services industry. He also holds a Series 6, 7, and 63 licenses as well as the SIE exam. He is registered to provide advisory services in 11 states including New York, Florida, Texas, Pennsylvania, Virginia, Indiana, Missouri, North Carolina, Kentucky, Wyoming, and New York.
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.
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
NY
06/22/2021 - Present
Kestra Advisory Services, LLC (Endwell NY)
NY
12/22/1993 - 12/07/2007
CADARET, GRANT & CO., INC. (SYRACUSE NY)
FL
02/19/1986 - 01/01/1994
CHEEVERS, HAND & ANGELINE, INC. (WEST PALM BEACH FL)
NA
01/25/1984 - 11/21/1985
FIRST INVESTORS CORPORATION
BC
Issued 01/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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