Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kurkewicz is a registered representative with Sofi Wealth LLC. Thomas is a licensed and registered advisor in Florida and is also registered in 53 other states and jurisdictions. Thomas offers a wide range of financial services including financial planning, educational seminars and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/24/2025 - Present
Sofi Wealth LLC (Jacksonville FL)
BOTH
Issued 11/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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