Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fitzgerald is a financial advisor with over 13 years of experience in the industry. Thomas joined Osaic Wealth, Inc. in November 2023. Previously, Thomas was with FSC Securities Corporation in Atlanta, Georgia. Thomas is a licensed Series 6, 7, 24, and 63 registered representative, holding the SIE exam certification as well. Thomas' areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
10/08/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
01/12/2007 - 01/04/2011
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
BC
Issued 01/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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