Miguel Cebolla Tomas
Professional Summary
Miguel Cebolla Tomas, who also goes by Miguel Cebolla, is a registered financial advisor currently at ZINK WEALTH SOLUTIONS LLC located in Miami, Florida and ZINK DISTRIBUTION SOLUTIONS located in Coconut Grove, Florida. Miguel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Miguel has worked at 7 firms and has passed the Series 66, Series 99TO, Series 82TO, Series 7TO, Series 79TO, SIE...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Miguel Cebolla
Similar Advisors
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SUMMIT FINANCIAL, LLC
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
SUMMIT FINANCIAL, LLC
Current Firm
ZINK WEALTH SOLUTIONS LLC
Contact Information
Main Address
2937 Sw 27th Ave Suite 303, Miami, FL 33133Phone Number
(305) 753-4115# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$38,404,364Similar Advisors
SUMMIT FINANCIAL, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
(10/17/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Feb 2024About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Nov 2022About the Series 79TO examSRO Registrations
Similar Advisors
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Miguel Cebolla Tomas's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT FINANCIAL, LLC