Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Thomas is a financial advisor with over 15 years of experience in the industry. He has been registered with Osaic Wealth, Inc. since November 2023. Previously, Joseph worked as an agent for FSC Securities Corporation in Bloomfield Hills, Michigan, beginning in August 2007. Joseph holds a Chartered Financial Analyst designation and is licensed to provide investment advisory services in a number of states. His expertise lies in retirement planning, investment management, and portfolio structuring.
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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MI
05/10/2024 - Present
Osaic Wealth, Inc. (CLINTON TOWNSHIP MI)
MI
04/22/2009 - 11/03/2023
FSC SECURITIES CORPORATION (TRENTON MI)
MI
08/03/2007 - 04/02/2009
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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