Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Francis Thomas is a financial advisor with over 30 years of experience in the industry. He has been registered with the Securities and Exchange Commission since 1991 and is currently affiliated with Osaic Wealth, Inc. Gary specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. He is also a lawyer and mediator, and he assists individuals with estate planning and divorce proceedings. Gary has a strong commitment to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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2
MA
12/06/2018 - Present
Osaic Wealth, Inc. (HOLYOKE MA)
MA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WESTFIELD MA)
MA
03/14/1996 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WESTFIELD MA)
IN
06/23/1993 - 02/20/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/23/1993 - 02/20/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/04/1991 - 07/26/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
01/02/1988 - 01/17/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/18/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
12/19/1983 - 01/02/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 08/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/12/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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