Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Markham is a financial advisor with over 30 years of experience in the industry. Thomas has been actively registered in Oregon as an Investment Advisor Representative since 2024 and previously with Securities America, Inc., and Royal Alliance Associates, Inc. Currently, Thomas is affiliated with Osaic Wealth, Inc., a firm that provides financial planning, investment management, and pension consulting services. Thomas holds the Series 6, 7, 24, 63, and 66 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
OR
06/14/2024 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
08/07/1991 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
AZ
11/19/1989 - 08/06/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/08/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/12/1984 - 04/29/1986
MONY SECURITIES CORP.
BOTH
Issued 11/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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