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 Powell is a financial advisor registered in Alabama, Florida and Texas. Thomas is a Certified Financial Planner and has been in the industry since 1989. Thomas is currently registered with Oneascent Financial Services LLC, Oneascent Wealth Management, and Oneascent Family Offices. Thomas has previously been associated with EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Thomas's office is located in Birmingham, AL and he is affiliated with multiple firms.
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.
Consulting
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
AL
04/15/2024 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
NA
04/27/1990 - 10/18/1994
EQUICO SECURITIES, INC.
NA
04/27/1990 - 10/18/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
02/22/1989 - 10/07/1989
EQUICO SECURITIES, INC.
NA
02/22/1989 - 10/07/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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