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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Francis Kazak is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Thomas has been in the industry since 1976 and has been registered with Cambridge Investment Research Advisors, Inc. since 2011. Previously, Thomas worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Thomas specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Thomas also holds a Series 63, 66, 7, 24, PC and SIE.
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
VT
11/22/2011 - Present
Cambridge Investment Research Advisors, Inc. (SOUTH BURLINGTON VT)
VT
02/16/2006 - 11/25/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTH BURLINGTON VT)
CT
02/16/2006 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WINDSOR CT)
MA
07/09/1988 - 03/17/2006
WINGATE CAPITAL CORPORATION (LEXINGTON MA)
NA
02/24/1978 - 07/11/1988
DEAN WITTER REYNOLDS INC.
NA
06/24/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
04/21/1976 - 08/06/1976
THOMSON MCKINNON SECURITIES INC.
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 04/10/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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