Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Miksis is a financial professional with over 25 years of experience in the financial services industry. Thomas has a deep understanding of financial markets and a proven track record of helping clients achieve their financial goals. Thomas is currently registered with Cetera Investment Advisers LLC, where Thomas provides a variety of financial services to individuals and businesses. In the past, Thomas has been registered with AVANTAX INVESTMENT SERVICES, INC. and TUCKER ANTHONY INCORPORATED. Thomas holds a Series 63, Series 65, Series 7 and Series 6TO licenses and is a Certified Public Accountant. Thomas also provides tax and accounting services through MikSIS Financial Group.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
09/15/1999 - 11/26/2021
AVANTAX INVESTMENT SERVICES, INC. (Philadelphia PA)
MA
10/04/1995 - 09/23/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 12/6/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Miksis is the right advisor for you? Invested Better is here to help.
