Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Repass is a financial advisor with over 14 years of experience in the industry. Thomas currently works at Cadaret, Grant & CO., Inc., which has offices in Syracuse, NY and Prescott, AZ. Thomas is a registered representative in 27 states and an Investment Advisor Representative in 3 states. Thomas is also a licensed real estate agent and insurance agent. Prior to joining Cadaret, Grant & CO., Inc., Thomas was a financial advisor at Woodbury Financial Services, Inc., and National Planning Corporation. Thomas has experience working with clients from a variety of backgrounds, including individuals, families, businesses, and charitable organizations. Thomas also offers a wide range of financial planning services, including investment management, retirement planning, college savings, estate planning, insurance, and mortgages.
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
NY
12/11/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
AZ
10/13/2017 - 12/13/2023
WOODBURY FINANCIAL SERVICES, INC. (PRESCOTT AZ)
AZ
06/03/2009 - 10/16/2017
NATIONAL PLANNING CORPORATION (PRESCOTT AZ)
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Repass is the right advisor for you? Invested Better is here to help.
