Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Watkins is a financial professional with over 29 years of experience in the financial services industry. Thomas is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative (IAR) and holds Series 6, 7, 63, and 65 licenses. Thomas has previously worked with C. J. M. Planning Corp. and has a wide range of experience in the field, including financial planning, portfolio management, and pension consulting. Thomas is committed to providing personalized financial advice and services to meet the unique needs of each of his clients.
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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NJ
03/27/2017 - Present
Cetera Investment Advisers LLC (OAKLAND NJ)
NJ
12/17/1993 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 11/21/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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