Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Block is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc., where Thomas has been employed since November 2020. Thomas is a Registered Representative, holding a Series 7, Series 66 and Series 24 licenses. Thomas has over 17 years of experience in the financial services industry. In addition to Cambridge Investment Research Advisors, Inc., Thomas has been affiliated with a number of other firms. Some of Thomas's past employers include CUSO Financial Services, L.P., Northwestern Mutual Investment Services, LLC and OneAmerica Securities, Inc..
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
VA
11/04/2020 - Present
Cambridge Investment Research Advisors, Inc. (Midlohian VA)
VA
09/15/2020 - 11/02/2020
CUSO FINANCIAL SERVICES, L.P. (Midlothian VA)
VA
03/06/2019 - 07/06/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
08/01/2016 - 06/12/2018
ONEAMERICA SECURITIES, INC. (RICHMOND VA)
VA
03/27/2013 - 05/06/2016
MML INVESTORS SERVICES, LLC (FAIRFAX VA)
VA
04/02/2003 - 03/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
04/02/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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