Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tommy? Claim Your ProfileTommy Vicknair is a financial advisor with Cetera Investment Advisers LLC. Tommy has been in the securities industry since June 2019 and has Series 7, 66, and SIE licenses. Tommy is registered with the Securities and Exchange Commission and the state of Texas. Tommy offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Tommy also offers selection of other advisors. Tommy specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Tommy's previous experience includes working with Securian Financial Services, Inc. and IMG Financial Group, Inc.
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
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
06/24/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 07/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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