Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Holding is a financial advisor with Osaic Wealth, Inc. Thomas has been in the financial industry since 1986 and has worked for several firms. He is registered with the states of Alabama, Florida, Indiana, Kentucky, Michigan, and Ohio. Thomas is a Certified Financial Planner and holds the Series 6, 7, 24, 26, and 63 licenses. Thomas offers financial planning, portfolio management for individuals and businesses, and pension consulting.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (LIBERTY TOWNSHIP OH)
IN
02/22/1996 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/15/1993 - 06/30/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/15/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MN
03/11/1993 - 06/11/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
CT
09/03/1991 - 09/17/1992
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
NA
06/27/1986 - 09/25/1987
MONY SECURITIES CORP.
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/26/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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