Michael Tuomala (CRD# 5592925) is an Investment Advisor Representative working at Santander Securities in Worcester, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 2931681
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Santander Securities, LLC | Dorchester, MA | Nov 2022 - Current | 1 |
Santander Bank, Na | Boston, MA | Feb 2013 - Current | 11 |
Santander Securities, LLC | Dorchester, MA | Dec 2014 - Nov 2022 | 7 |
Santander Securities, LLC | Dorchester, MA | Mar 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- MA
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Total Assets Under Management1,849MILLIONS
-
Total Number of Accounts9,808ACCOUNTS
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Average Account Value$188,490
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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