Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Baird is a financial advisor with over 35 years of experience in the industry. Thomas has a strong background in financial planning and portfolio management. Currently, Thomas is registered with Osaic Wealth, Inc. and is located in Houston, TX. Prior to joining Osaic Wealth, Inc., Thomas worked with SAGEPOINT FINANCIAL, INC. and NEXT FINANCIAL GROUP, INC. in Houston, TX. Thomas has passed the General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Securities Agent State Law Examination and has obtained the Certified Financial Planner designation.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
08/30/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
12/05/2007 - 08/30/2018
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
06/23/1987 - 12/05/2007
1717 CAPITAL MANAGEMENT COMPANY (HOUSTON TX)
AZ
11/19/1989 - 01/23/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/13/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/24/1985 - 01/21/1986
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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