Unclaimed
Thad Michael Luikart is a financial professional with over 16 years of experience in the industry. He has been registered with Anico Financial Services, Inc. since 2012 and previously worked at SECURITIES MANAGEMENT & RESEARCH, INC. Thad holds several licenses including Series 6, Series 26, Series 99TO, and SIE. He is dedicated to providing his clients with comprehensive financial services, including investment advice and guidance. Thad is committed to helping individuals achieve their financial goals.
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.
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.
1
2
TX
09/05/2012 - Present
Anico Financial Services, Inc. (GALVESTON TX)
TX
03/20/2006 - 09/04/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (GALVESTON TX)
BC
Issued 05/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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