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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bellos is an investment advisor representative with Cetera Investment Advisers LLC. Thomas has been in the financial industry since 2006 and has held registrations with several firms, including VOYA FINANCIAL ADVISORS, INC. and THE O.N. EQUITY SALES COMPANY. He is registered with the state of Michigan as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative, resident. Thomas is also registered as a Broker with FINRA. He has passed the Series 6, 7, 63, 65, and SIE exams. Thomas has a variety of experience in the financial industry and can help clients with a range of financial needs. He is registered to provide financial planning, portfolio management for businesses and individuals, and pension consulting services.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (TROY MI)
MI
05/30/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TROY MI)
MI
10/01/2012 - 04/15/2013
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
05/14/2011 - 10/03/2012
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
NY
05/30/2000 - 02/02/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
IL
07/27/1998 - 05/13/1999
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
09/25/1997 - 07/27/1998
STANDARD BROKERAGE SERVICES, INC.
IA
Issued 3/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 5/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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