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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 advisor with Cetera Investment Advisers LLC. Thomas is based in Oakland, New Jersey and has been in the financial services industry since 1993. Thomas is registered with FINRA and the state of New Jersey as an Investment Adviser Representative. Thomas is also registered with the following states: California, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Cetera Investment Advisers LLC offers advisory services for individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm is headquartered in Schaumburg, Illinois and has a staff of 6626 registered representatives. Thomas also owns EAGLE FINANCIAL, a tax and accounting firm based in Totowa, New Jersey.
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 2/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
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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