Unclaimed
Thomas Kijowski is a financial advisor in Pittsburgh, Pennsylvania and has been in the industry since July 1982. Thomas is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since September 2008. Thomas previously worked at Securities America, Inc., Investment Management & Research, Inc, New England Securities and MML Investors Services, Inc.. Thomas holds several licenses and certifications, including Series 7, 6, 22, 24 and 63 licenses and is a Chartered Financial Consultant. Thomas is also a registered investment advisor in Pennsylvania. Thomas specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families and businesses.
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
PA
09/04/2008 - Present
Cambridge Investment Research Advisors, Inc. (PITTSBURGH PA)
PA
01/07/1993 - 09/05/2008
SECURITIES AMERICA, INC. (PITTSBURGH PA)
FL
04/10/1990 - 12/31/1992
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
03/19/1985 - 04/12/1990
NEW ENGLAND SECURITIES
NY
05/06/1983 - 04/12/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/19/1984 - 01/22/1985
MML INVESTORS SERVICES, INC.
NA
06/24/1982 - 04/05/1983
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 10/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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