Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Trecker is a financial advisor in Northville, Michigan with over 30 years of experience in the financial services industry. Thomas is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2004. Thomas previously worked with Royal Alliance Associates, Inc. and American Express Financial Advisors 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
MI
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Northville MI)
AZ
11/26/1997 - 06/28/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
08/02/1990 - 12/03/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1990 - 12/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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