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Miguel Tomas

14 Years of Experience
Miami, FL
BrokerSells Insurance

Miguel Tomas is a registered investment advisor, based in Miami, FL, with 14 years of industry experience.

Location

2937 SW 27th Ave, Suite 303, Miami, FL, 33133

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Miguel is involved in several business activities, including family holding companies, real estate, tax preparation, and a water treatment business. He also dedicates a few hours per week to Zink Insurance Solutions LLC, an insurance agency.

Employment History
Current Registrations
Zink Distribution SolutionsBroker
February 2024 - Present · 2 yrs 3 mos
Zink Wealth Solutions LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
PNC InvestmentsBroker
September 2021 - October 2021 · 1 mo
Bbva Securities INC.Broker
May 2013 - September 2021 · 8 yrs 4 mos
PNC Managed Account Solutions, INC.
December 2012 - October 2021 · 8 yrs 10 mos
Bbva Compass Investment Solutions, INCBroker
July 2012 - May 2013 · 10 mos
Bnp Paribas Investment Services, LLCBroker
August 2010 - July 2012 · 1 yr 11 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.