Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Blumenfeld is a financial advisor with Latitude Advisors, LLC. Thomas has been a Certified Public Accountant, licensed in Illinois, since 2005. Thomas is registered with the state of Illinois and is active as both a Registered Representative and an Investment Advisor Representative. Thomas has a Series 66, Series 7TO, and a SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
IL
07/06/2022 - Present
Latitude Advisors, LLC (Skokie IL)
BOTH
Issued 07/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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