Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Camuso is an investment advisor representative who has been working in the financial services industry since 2010. Thomas has a strong background in the financial services industry, having worked for several prominent firms such as M&T Securities and Cadaret Grant & Co. He is currently associated with Cambridge Investment Research Advisors, Inc. Thomas offers a range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. He is committed to providing personalized and comprehensive advice to help clients achieve their financial goals. Thomas holds Series 7, 24, 51, 52, 53, 63 and 66 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
02/22/2022 - Present
Cambridge Investment Research Advisors, Inc. (Buffalo NY)
NY
02/22/2021 - 12/31/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/02/2016 - 02/26/2021
M&T SECURITIES, INC. (Buffalo NY)
NY
03/09/2010 - 03/02/2016
HSBC SECURITIES (USA) INC. (DEPEW NY)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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