Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Davidson Rorschach is a financial advisor registered with Osaic Wealth, Inc. Thomas has been in the industry for over 30 years. Thomas is a registered investment advisor and has a Series 66, Series 63, and Series 24. Thomas offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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
OK
07/31/2024 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
03/31/2000 - 07/31/2024
HORNOR, TOWNSEND & KENT, LLC (TULSA OK)
OK
01/21/1998 - 04/11/2000
LOCAL SECURITIES CORPORATION (OKLAHOMA CITY OK)
WI
03/12/1997 - 01/16/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
TX
01/02/1997 - 03/07/1997
BHCM INC. (HOUSTON TX)
TX
07/12/1994 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
OK
01/20/1988 - 11/10/1988
BOSC, INC. (TULSA OK)
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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