Thaddeus Obecny is a registered investment advisor, based in Punta Gorda, FL, with 27 years of industry experience.
Location
5065 San Massimo Drive, Punta Gorda, FL, 33950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thaddeus is a partner at Globe Financial Services, LLC, providing notary and administrative support. He is also an agent for multiple insurance agencies, selling annuities, and acts as executor of an estate and treasurer for his son's business, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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