Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Goodwin is a financial advisor with over 30 years of experience in the industry. Thomas Goodwin is a registered representative with Osaic Wealth, Inc. in New Jersey, Florida and Arizona. Thomas Goodwin also holds licenses in several other states including Connecticut, North Carolina, and Pennsylvania. Prior to joining Osaic Wealth, Inc., Thomas Goodwin was a financial advisor at Summit Equities, Inc. for eight years. Thomas Goodwin is a Chartered Financial Consultant and specializes in financial planning, portfolio management, and pension consulting.
PORT ST LUCIE, FL
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (PORT ST LUCIE FL)
NJ
02/16/2010 - 03/08/2018
SUMMIT EQUITIES, INC. (HAMILTON SQUARE NJ)
NJ
02/19/2009 - 02/17/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (MT LAUREL NJ)
PA
12/17/2001 - 12/31/2008
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
MN
03/21/1995 - 12/18/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IN
04/08/1992 - 01/16/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
06/09/1988 - 01/03/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
11/22/1985 - 05/10/1988
COMMONWEALTH EQUITY SERVICES, INC.
NA
12/18/1984 - 12/17/1985
USLIFE EQUITY SALES CORP.
BC
Issued 1/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 2/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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