Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Payant is an active investment advisor representative with Osaic Wealth, Inc. based out of Sarasota, Florida. Thomas has been a licensed investment advisor for over 45 years and has experience with a wide range of investment products and services. Thomas holds both Series 63 and 66 securities licenses, as well as Series 24, Series 1, and Series 7. Thomas also has a strong background in tax preparation. Thomas has a history of working with a variety of clients, including individuals, businesses, high-net-worth individuals, charitable organizations, and pension plans. Thomas is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
FL
01/02/2025 - Present
Osaic Wealth, Inc. (SARASOTA FL)
FL
11/30/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SUN CITY CENTER FL)
FL
10/15/1988 - 11/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUN CITY CENTER FL)
NA
03/01/1983 - 02/07/1989
AMERICAN PLANNING SERVICES, INC.
NA
10/29/1979 - 12/22/1983
TRAVELERS EQUITIES SALES, INC.
NA
11/16/1977 - 09/30/1979
CG EQUITY SALES COMPANY
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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