Unclaimed
Michael Tuomala is a financial professional with over 13 years of experience in the industry. Michael is currently registered with Santander Securities LLC in Massachusetts. Michael is a Registered Representative, and an Investment Advisor Representative. Michael holds the Series 66, Series 7 and SIE licenses. Previously Michael was employed with EDWARD JONES in MA. Michael has experience working with a variety of clients including trusts, charitable organizations, corporations or other businesses, and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/08/2014 - Present
Santander Securities LLC (Worcester MA)
MA
10/31/2008 - 01/08/2013
EDWARD JONES (OXFORD MA)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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