Unclaimed
Thomas William Cirks is a registered representative with Cambridge Investment Research Advisors, Inc. Thomas has been in the industry since 1986. Thomas has experience in various areas including financial planning, pension consulting, educational seminars, and market timing services. Thomas also has experience in portfolio management for individuals and businesses. Thomas is registered in 23 states, including Iowa, Texas, and California. You can contact Thomas at Cambridge Investment Research Advisors, Inc. located at 909 Main St in Grinnell, IA.
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
IA
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (GRINNELL IA)
IA
12/11/1986 - 09/09/2010
NEW ENGLAND SECURITIES (GRINNELL IA)
NA
04/23/1986 - 12/13/1986
FOCUS SECURITIES, INC.
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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