Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vieira is a financial advisor with over 29 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 1993 and has a diverse background in financial services, including investment advisory and brokerage services. Thomas is currently employed with Osaic Wealth, Inc., based in Rancho Santa Fe, CA. He holds multiple industry licenses and certifications, including Series 6, 7, 63, and 65, demonstrating his expertise in various financial areas. Thomas specializes in offering financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. He is dedicated to providing personalized and comprehensive financial solutions tailored to each client's unique needs and goals.
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
01/24/2025 - Present
Osaic Wealth, Inc. (RANCHO SANTA FE CA)
NJ
09/10/2004 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHERRY HILL NJ)
NY
05/20/2002 - 09/02/2003
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
RI
03/24/1993 - 05/10/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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