Unclaimed
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 a financial advisor with over 15 years of experience. Thomas is currently registered with Cetera Investment Advisers LLC in South Carolina and Texas. Thomas provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Thomas is a Certified Financial Planner™ and has a strong commitment to helping clients achieve their financial goals. Prior to Cetera Investment Advisers LLC, Thomas was employed with VOYA FINANCIAL ADVISORS, INC. in South Carolina.
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
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 11/2/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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