Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Holubiak is a financial advisor registered with Bolton Securities Corp.. Thomas is a registered representative and an investment advisor representative with over 10 years of experience in the financial services industry. Thomas has a Series 7, Series 24, Series 52, Series 53 and Series 66 license and is registered in Massachusetts, California, Vermont and North Carolina. Thomas also has a life, health and disability insurance license in Massachusetts.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
10/11/2017 - Present
Bolton Securities Corp. (BOLTON MA)
MA
06/17/2013 - 07/11/2017
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 04/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2017
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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