Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Maurer is a financial advisor with over 35 years of experience in the industry. Thomas is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked with H. Beck, Inc., Walnut Street Securities, Inc., and Franklin Financial Services Corporation. Thomas holds Series 6, 7, 63, and 65 licenses. Thomas offers a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Thomas is committed to providing personalized financial advice to help clients 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
OH
08/02/2023 - Present
Cambridge Investment Research Advisors, Inc. (Canton OH)
OH
01/09/2002 - 09/24/2019
H. BECK, INC. (CANTON OH)
CA
08/06/1997 - 01/10/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
05/13/1986 - 08/06/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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