Unclaimed
Thomas Paul Brewer is a registered investment advisor representative with J. W. Cole Advisors, Inc. Thomas has been in the financial services industry since 1992, and is licensed to offer securities and investment advisory services in 17 states. Thomas has specialized in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Thomas also offers financial planning services and educational seminars. Prior to joining J. W. Cole Advisors, Inc., Thomas was employed by Brewer Financial Services, LLC, and Ameriprise Financial Services, 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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
01/08/2024 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
WI
06/01/2006 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (ONALASKA WI)
WI
06/03/1992 - 05/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ONALASKA WI)
MN
06/03/1992 - 05/30/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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