Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Guillebeau is an investment advisor representative at Osaic Wealth, Inc. Thomas has been in the industry since 2013 and has experience at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Thomas has Series 7, 9, 10, 31, and 66 licenses and is also a Chartered Financial Consultant. Thomas provides financial planning and portfolio management for individuals and businesses.
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
DE
01/31/2022 - Present
Osaic Wealth, Inc. (WILMINGTON DE)
PA
08/24/2015 - 01/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
DE
09/25/2013 - 08/07/2015
MORGAN STANLEY (GREENVILLE DE)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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