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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 MacEy is a financial advisor with Souders Financial Advisors, LLC. Thomas has been a financial advisor for more than 10 years and has a wide range of experience in the financial services industry. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 63, and Series 65 license. Thomas holds a Bachelor of Arts degree in Economics from the University of Cincinnati. Thomas is committed to providing his clients with personalized financial advice and guidance. Thomas specializes in retirement planning, investment management, and insurance planning. Thomas provides financial 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.
A percentage of the total value of assets under management is charged.
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2
OH
06/21/2018 - Present
Souders Financial Advisors, LLC (Cincinnati OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
04/01/2011 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
FL
07/09/2004 - 12/08/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
05/17/2002 - 10/08/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
04/11/2000 - 06/12/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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