Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Thomas is a financial advisor with over 45 years of experience in the industry. David is a registered representative with Osaic Wealth, Inc., and has been with the firm since November 2023. Prior to joining Osaic Wealth, Inc., David was a registered representative with FSC Securities Corporation, Inc. from July 2006 to November 2023 and with Thomas Financial Company, LLC, since July 2009. David is a Chartered Financial Consultant and has a series 7, Series 1, and SIE licenses. David is also a president of the Alliance for Racial Harmony, an organization that encourages discussion on racial issues and promotes racial harmony.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
11/03/2023 - Present
Osaic Wealth, Inc. (BLOOMFIELD HILLS MI)
MI
08/15/2006 - 11/03/2023
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
03/06/2006 - 03/20/2006
RIVER CAPITAL MARKETS, LLC (BLOOMFIELD HILLS MI)
MI
06/01/1998 - 01/18/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
PA
10/10/1977 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Thomas is the right advisor for you? Invested Better is here to help.
