Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Tette is a financial advisor in Victor, New York, with over 20 years of experience in the industry. Thomas is a Registered Representative and Investment Advisor Representative, holding Series 66, Series 7 and SIE licenses. Thomas is currently registered with Osaic Wealth, Inc., and previously worked with Securities America, Inc. and Cambridge Investment Research, Inc. Thomas has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses, individuals, and charitable organizations. Thomas specializes in financial planning, portfolio management, and pension consulting. Thomas works with clients on a fixed fee, hourly, and percentage-of-assets basis.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
02/18/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
12/06/2013 - 02/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (VICTOR NY)
NY
11/15/2005 - 12/09/2013
1ST GLOBAL CAPITAL CORP. (HONEOYE NY)
GA
10/06/2002 - 11/16/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 09/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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