Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kreitler is a financial professional with over 30 years of experience in the industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. and has previously held positions with Eaton Partners, LLC, Fairview Securities, Inc., J.P. Morgan Securities Inc., S.G. Warburg & Co. Inc., S.G. Warburg Securities Inc. and Manufacturers Hanover Securities Corporation. Thomas holds licenses for Series 63, Series 24, Series 99TO, Series 79TO, SIE, Series 31, and Series 7. Thomas specializes in providing investment advice to individuals, businesses, investment clubs, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations, pooled investment vehicles, and state or municipal government entities. Thomas is licensed in 53 states and is a registered representative with FINRA.
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.
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2
CT
03/29/2018 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
CT
04/04/2018 - 07/10/2018
EATON PARTNERS, LLC (ROWAYTON CT)
CT
03/22/2004 - 03/29/2018
EATON PARTNERS, LLC (ROWAYTON CT)
CT
05/16/2002 - 03/18/2004
FAIRVIEW SECURITIES, INC. (WESTPORT CT)
NY
05/14/1992 - 04/04/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/29/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/01/1988 - 05/13/1992
S.G. WARBURG & CO. INC. (NEW YORK NY)
NA
09/14/1987 - 09/01/1988
S.G. WARBURG SECURITIES INC.
NA
12/23/1986 - 03/30/1987
MANUFACTURERS HANOVER SECURITIES CORPORATION
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/16/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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