Unclaimed
Thomas Schaible is an active investment advisor representative at Osaic Wealth, INC. with over 30 years of experience in the financial services industry. Thomas has a wide range of experience in providing financial planning, portfolio management and related services to individuals and businesses. Thomas has been a registered investment advisor representative since 1990 and holds a Series 65 license. Thomas has also been involved with several other financial institutions, including Securities America, INC., Securities Service Network, LLC and Investment Counseling, Inc.
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
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (Whitehouse Station NJ)
NJ
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Whitehouse Station NJ)
NJ
03/08/2002 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WHITEHOUSE NJ)
FL
06/03/1998 - 03/06/2002
INVESTMENT COUNSELING, INC. (FT LAUDERDALE FL)
NJ
09/13/1991 - 06/08/1998
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NJ
10/15/1990 - 09/19/1991
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 3/4/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/9/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Schaible is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.