Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Braciak is a financial advisor with over 40 years of experience in the financial services industry. Thomas is a registered representative of Cambridge Investment Research Advisors, Inc. and is licensed to provide investment advice in Michigan and Florida. Thomas has a wide range of experience working with individuals, families, and businesses, providing financial planning, investment management, and retirement planning services. Thomas has previously held positions at MML Investors Services, LLC, Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors, Inc.
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
02/06/2017 - Present
Cambridge Investment Research Advisors, Inc. (Grand Haven MI)
MI
10/18/2004 - 01/27/2017
MML INVESTORS SERVICES, LLC (GRAND HAVEN MI)
IN
06/01/1998 - 10/21/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
03/06/1981 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 02/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/08/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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