Unclaimed
Thomas Edward Fowler is a financial advisor with Osaic Wealth, Inc. Thomas has been in the financial industry since 1970. Thomas is licensed to provide investment advice in Washington and Texas. Thomas has been with Osaic Wealth, Inc. since January 2024. Prior to that, Thomas worked at Woodbury Financial Services, Inc. from March 2009 until January 2024 and Intersecurities, Inc. from November 2000 until March 2009. Thomas's other business activities include being an agent/owner of Rainier Brokerage Group, president of Fowler Fin Group, president of The Fowler Financial Group and an Elder Committee member at Crossroads Bible Church. Thomas's experience and dedication to his clients make him a valuable resource for those seeking financial advice.
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
WA
01/19/2024 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
03/13/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
11/28/2000 - 03/18/2009
INTERSECURITIES, INC. (BELLEVUE WA)
IA
01/04/1985 - 12/22/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CO
09/05/1995 - 07/11/2000
THE LEADERS GROUP, INC. (LITTLETON CO)
NA
03/08/1977 - 12/19/1984
CNA INVESTOR SERVICES, INC.
NA
12/01/1976 - 03/08/1977
CNA INVESTOR SERVICES, INC.
NA
03/02/1970 - 01/04/1977
ALLSTATE ENTERPRISES MANAGEMENT COMPANY
IA
Issued 12/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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