Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jaracz is a financial advisor with Ameritas Advisory Services, LLC, based in Cincinnati, OH. Thomas has been in the industry since 2015 and holds Series 7, 63, and 66 securities licenses as well as the SIE. He has a CFP designation. Thomas previously worked with Fifth Third Securities, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments. Thomas is a registered investment advisor in Kentucky, Ohio, and Texas.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
OH
03/15/2017 - 02/19/2020
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
04/07/2015 - 03/03/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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