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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kanyok is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Thomas has been in the financial services industry since February 22, 2003. Thomas Kanyok's office is located in Doylestowne, PA. Thomas is registered with the state of Connecticut and Pennsylvania. Thomas Kanyok is a Registered Representative with Cambridge Investment Research, Inc. Thomas offers a range of financial services including financial planning, portfolio management, and educational seminars.
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
04/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Doylestowne PA)
KS
06/16/2015 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
06/16/2015 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
NC
01/04/2010 - 05/18/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
02/14/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
11/22/2005 - 02/10/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
01/04/2001 - 09/01/2005
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
CA
02/11/1999 - 01/09/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 04/04/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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