Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Radzavich is an experienced financial professional with over two decades of experience in the industry. Thomas has a broad background in the financial services industry, having held positions with several firms including Fidelity Brokerage Services LLC and Mutual Securities, Inc. Thomas currently holds a registration with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. Thomas is dedicated to helping clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
04/01/2022 - Present
Cambridge Investment Research, Inc. (Justin TX)
NM
01/01/2008 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
MA
06/14/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
CA
10/21/2005 - 03/17/2006
MUTUAL SECURITIES, INC. (CAMARILLO CA)
TX
05/10/2004 - 08/19/2005
BLUE MARBLE FINANCIAL, LLC (IRVING TX)
TX
07/04/2003 - 04/30/2004
BRUNDYN SECURITIES INC. (ARLINGTON TX)
RI
11/24/1999 - 07/08/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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