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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 Metcalf is an investment advisor representative with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Thomas has been in the financial industry for over 15 years and has a wide range of experience in both investment advisory and insurance services. Thomas holds several licenses and certifications, including the Series 7, Series 66, and Series 24 exams. Thomas also holds the CFP® designation. Prior to joining Cetera Investment Advisers LLC, Thomas worked for VOYA FINANCIAL ADVISORS, INC. and Livingstone LLC. Thomas's current registrations include both investment advisory and brokerage services. Thomas specializes in providing investment advisory services to individuals, corporations, and other businesses.
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.
1
2
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENVILLE SC)
SC
10/03/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREENVILLE SC)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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