Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Tacia is a financial advisor with Cambridge Investment Research Advisors, Inc. Thomas Michael Tacia has been in the financial services industry since March 10, 2004 and has been registered with the firm since April 26, 2011. Thomas Michael Tacia offers a range of financial services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Thomas Michael Tacia is registered to provide investment advice in Michigan and Texas.
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
02/11/2018 - Present
Cambridge Investment Research Advisors, Inc. (Big Rapids MI)
MI
03/10/2004 - 04/29/2011
MML INVESTORS SERVICES, LLC (BIG RAPIDS MI)
BOTH
Issued 07/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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