Sylvester Thomas (CRD# 1104199) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Edina, MN and has over 22 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Edina, MN | Jun 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Edina, MN | Jun 2019 - Current | 4 |
| Sylvester & Tanya Thoma's Rental Property | Fleming Island, FL | Sep 2013 - Current | 10 |
| Foresters Financial Services | Edina, MN | Jun 2018 - Jun 2019 | 1 |
| Minnesota Life Insurance Company | St Paul, MN | Jan 2015 - May 2018 | 3 |
| Securian Financial Services, Inc. | St Paul, MN | Jan 2015 - May 2018 | 3 |
| Pioneer Financial Group | Longmeadow, MA | Jan 2015 - May 2018 | 3 |
| Pioneer Wealth Advisors | Springfield, MA | Jan 2015 - Dec 2016 | 1 |
| Eagle Strategies LLC | Jackson, FL | Jul 2013 - Dec 2014 | 1 |
| Nylife Securities LLC | Jacksonville, FL | Mar 2012 - Dec 2014 | 2 |
| New York Life Insurance Company | Jacksonville, FL | Feb 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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