Unclaimed
Thomas Vorisek is an investment advisor representative registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Thomas has been in the industry since 1986 and has held previous roles at FSC Securities Corporation and Lincoln Financial Advisors Corporation. Thomas is licensed in numerous states and specializes in providing investment advice to individuals, corporations, charitable organizations and pension plans.
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
OH
11/03/2023 - Present
Osaic Wealth, Inc. (WORTHINGTON OH)
OH
11/07/2005 - 11/03/2023
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
07/30/1986 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/30/1986 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/30/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
03/03/1986 - 07/18/1986
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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