Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Macdonald Thomas has been in the financial industry for over 17 years. Malcolm is currently registered with Osaic Wealth, Inc. In the past, Malcolm has held positions at Signator Investors, Inc., Signator Financial Services, Inc., and MML Investors Services, Inc. Malcolm holds the Series 66, Series 51, Series 24, Series 7, and SIE licenses and is currently licensed in Tennessee. Malcolm also provides financial services as part of GenXFinancial, Innovative Financial Group, MyRemoteFA, and Sell My Financial Practice.
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
TN
08/13/2020 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
MA
06/28/2007 - 08/20/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/07/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MD
09/16/2003 - 06/26/2007
MML INVESTORS SERVICES, INC. (BETHESDA MD)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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