Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Rudakas is a financial advisor with Ameriprise Financial Services, LLC. Thomas has been working in the financial services industry since 1982. He is registered in 25 states and has his Series 3, 7, 52 and SIE licenses. Thomas provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/22/2019 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 02/25/2019
MORGAN STANLEY (WEST PALM BEACH FL)
FL
02/22/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NJ
03/06/1984 - 03/02/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/20/1982 - 03/10/1984
SHOCHET SECURITIES INC.
NA
02/19/1982 - 09/16/1982
INVESTACORP, INC.
NA
01/26/1982 - 02/04/1982
USEDEN SECURITIES CORPORATION
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1997
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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