Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomas? Claim Your ProfileTomas Steven Aponte is a financial advisor in FAIRPORT, NY. Tomas has 18 years of experience in the financial services industry. Tomas is currently registered with Cetera Investment Advisers LLC in FAIRPORT, NY. Tomas specializes in providing financial advice to individuals and families. Tomas also has experience providing financial planning services to businesses.
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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2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (FAIRPORT NY)
NY
10/14/2005 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Fairport NY)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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