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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 Stanley Postek is a financial advisor in Chicago, Illinois. Thomas has over 40 years of experience in the financial services industry. He is a Chartered Financial Analyst (CFA) and holds FINRA Series 1, 4, 6, 24, and 41 licenses. Thomas is currently employed with CIBC Private Wealth Advisors, Inc., a firm with over 200 employees and $57 billion in assets under management. Before joining CIBC Private Wealth Advisors, Inc. he worked at Geneva Investment Management of Chicago, LLC. Thomas focuses on providing financial planning and portfolio management services to individuals, families, businesses, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
09/06/2017 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
02/01/1982 - 10/03/2001
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NA
05/07/1974 - 03/29/1980
WILLIAM BLAIR & COMPANY
BC
Issued 03/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1985
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1985
Series 41 - NYSE Allied Member Examination
BC
Issued 05/03/1974
Series 000 - General Securities Principal Examination
BC
Issued 05/03/1974
Series 1 - Registered Representative Examination
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Inactive
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