Thomas Laka

Structured Product Sales Associate at Halo Investing, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Insurance Intermediary (Agent) Life/Health and accident
    State of Wisconsin
    Dec, 2018
    - Nov, 2024
  • Series 63
    NASAA
  • Series 7
    FINRA

Experience

  • Halo Investing
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Structured Product Sales Associate
      • May 2020 - Present

      Halo is the first independent, multi-issuer technology platform for structured notes in the United States. Specifically, Halo offers wealth managers, banks, and intermediaries all around the world a next-generation structured note marketplace, electronically connecting them to the major global issuers. The marketplace also provides a full suite of artificial intelligence-driven compliance, education, content/ideas, and analytics engines, with point-and-click execution. Halo is the first independent, multi-issuer technology platform for structured notes in the United States. Specifically, Halo offers wealth managers, banks, and intermediaries all around the world a next-generation structured note marketplace, electronically connecting them to the major global issuers. The marketplace also provides a full suite of artificial intelligence-driven compliance, education, content/ideas, and analytics engines, with point-and-click execution.

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • College financial representative
      • Jan 2019 - May 2019

Education

  • Marquette University
    Bachelor of science, Finance
    2016 - 2020

Community

You need to have a working account to view this content. Click here to join now