Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Takach is a financial professional with over 10 years of experience in the industry. He is registered with Raymond James Financial Services, Inc. and Carillon Fund Distributors, Inc. He is also registered with Raymond James & Associates, Inc. as an investment advisor representative. Thomas has passed the Securities Industry Essentials Examination (SIE) and the Series 99 examination.
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.
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.
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2
FL
11/21/2018 - Present
Raymond James Financial Services, Inc. (ST PETERSBURG FL)
NJ
08/15/2022 - 09/03/2024
SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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