Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomas? Claim Your ProfileTomas Cern is a financial advisor who has been working in the industry since 2005. Tomas is currently registered with Cambridge Investment Research Advisors, Inc. in Tolland, Connecticut and Texas. Tomas has a wide range of experience, having previously worked for Cambridge Investment Research, Inc., MML Investors Services, LLC and UBS Financial Services Inc. Tomas is licensed to offer a variety of financial products and services, including investment advisory, financial planning, portfolio management, and insurance.
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
CT
11/21/2024 - Present
Cambridge Investment Research Advisors, Inc. (Tolland CT)
MA
04/19/2013 - 02/23/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (MEDWAY MA)
MA
10/19/2006 - 04/25/2013
MML INVESTORS SERVICES, LLC (MENDON MA)
RI
06/30/2005 - 10/31/2006
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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