Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamika? Claim Your ProfileTamika Michele Thomas is a financial advisor who has been in the industry since 2010. Tamika Michele Thomas is currently registered with Raymond James Financial Services Advisors, Inc. in Mentor, OH. Tamika Michele Thomas has previously been employed by PNC FUNDS DISTRIBUTOR, LLC, PNC INVESTMENTS, THE HUNTINGTON INVESTMENT COMPANY, and COMMONWEALTH FINANCIAL NETWORK. Tamika Michele Thomas is also registered with the state of Ohio. Tamika Michele Thomas specializes in providing financial advice to individuals, businesses, and retirement plans. Tamika Michele Thomas offers a variety of services, including financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
10/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (MENTOR OH)
OH
06/04/2015 - 09/26/2018
PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)
OH
09/20/2012 - 05/21/2015
PNC INVESTMENTS (CLEVELAND OH)
OH
02/25/2011 - 06/26/2012
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
11/16/2009 - 01/07/2011
COMMONWEALTH FINANCIAL NETWORK (CLEVELAND HEIGHTS OH)
BOTH
Issued 03/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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