Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Foster is a financial advisor with Osaic Wealth, Inc. and has been in the industry since September 6, 1996. Thomas has a wide range of experience and expertise. Thomas has served clients in the areas of financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Thomas is also a Certified Financial Planner. Thomas is registered in 19 states. Thomas is registered with Osaic Wealth, Inc. in Carmel, Indiana.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (TERRE HAUTE IN)
IN
05/14/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TERRE HAUTE IN)
IN
06/01/2009 - 04/26/2021
MORGAN STANLEY (TERRE HAUTE IN)
IN
10/05/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TERRE HAUTE IN)
MI
07/26/1996 - 09/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 3 - National Commodity Futures Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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