Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Beardsley is a financial advisor registered with Osaic Wealth, Inc. Thomas has been in the financial services industry since August 1997. He is licensed to provide financial advice in multiple states, including Arizona, California, Georgia, Illinois, Oregon, Texas, Utah and Virginia. Thomas has a Series 6 license and also holds the SIE and Series 63 licenses. Thomas has prior experience with Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Locust Street Securities, Inc. Osaic Wealth, Inc. has 39691 clients, and they primarily focus on working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, and charitable organizations.
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
CA
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTH PASADENA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN RAMON CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN RAMON CA)
CA
08/07/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN RAMON CA)
IA
01/01/2002 - 06/30/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
09/26/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
06/26/1997 - 09/26/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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