Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Teister is a financial advisor at Cambridge Investment Research Advisors, Inc. in Pewaukee, WI. Thomas has been in the financial services industry for over 30 years, and has been registered with the Securities and Exchange Commission since 1986. Thomas offers a variety of financial services to individuals and families, including financial planning, investment management, and insurance. Thomas is also an independent insurance agent for various independent insurance companies. Thomas has a strong commitment to providing his clients with personalized service and helping them 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
WI
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (PEWAUKEE WI)
WI
07/28/2000 - 12/20/2008
SECURITIES AMERICA, INC. (BROOKFIELD WI)
GA
06/26/1986 - 02/16/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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