Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas David Fischer is a financial advisor with Osaic Wealth, Inc. and has been in the industry since 1983. Thomas has worked with several firms throughout their career including Securities America, Inc. and Brecek & Young Advisors, Inc. Thomas is a Certified Financial Planner and offers a range of services including financial planning, pension consulting and portfolio management for individuals and businesses. Thomas holds Series 63, SIE, Series 7 and Series 1 licenses.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
KY
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
KY
03/12/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LOUISVILLE KY)
OH
09/14/1989 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
NA
12/17/1985 - 07/29/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/08/1980 - 03/15/1983
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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