Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas William Burton is an investment advisor representative at Cetera Investment Advisers LLC. Thomas has been in the industry since March 15, 1992, and holds several licenses and certifications, including Series 6, 7, 22, 63, and 66. Thomas specializes in working with high-net-worth individuals, corporations, and pension plans. Thomas has experience in providing financial planning, portfolio management, and pension consulting services. Thomas is committed to providing personalized service and helping clients reach their financial goals.
Naples, FL
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (Naples FL)
IL
04/28/2016 - 03/22/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
09/14/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
08/16/2001 - 09/18/2012
THE O.N. EQUITY SALES COMPANY (ORLAND PARK IL)
NY
08/30/1995 - 08/29/2001
STRATEGIC ASSETS INC. (MELVILLE NY)
WI
03/16/1992 - 08/31/1995
WFG SECURITIES CORPORATION (MIDDLETON WI)
BOTH
Issued 4/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 3/26/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Burton is the right advisor for you? Invested Better is here to help.
