Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Petrus is an investment advisor representative with Independent Financial Partners. Thomas is a registered investment advisor with over 20 years of experience in the industry. Thomas has held previous roles at Key Investment Services LLC, NatCity Investments, Inc., NatCity Insurance Services, Inc., Liberty Securities Corporation, and Independent Financial Securities, Inc. Thomas Petrus is licensed to conduct business in multiple states. Thomas's current branch office locations are in Avon Lake, OH and Tampa, FL.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OH
11/22/2022 - Present
Independent Financial Partners (Avon Lake OH)
OH
09/04/2008 - 10/25/2022
KEY INVESTMENT SERVICES LLC (WESTLAKE OH)
OH
06/01/1996 - 07/30/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/30/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 09/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/07/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
05/24/1996 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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