Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lenze is an investment advisor representative with Osaic Wealth, Inc. based in Hailey, ID. Thomas has been in the securities industry since January 27, 1974. Prior to joining Osaic Wealth, Inc. Thomas worked at FSC SECURITIES CORPORATION and WELLS FARGO CLEARING SERVICES, LLC. Thomas is registered in 17 states including Alaska, California, Idaho, Oregon and Washington.
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
ID
11/03/2023 - Present
Osaic Wealth, Inc. (HAILEY ID)
ID
02/07/2020 - 11/03/2023
FSC SECURITIES CORPORATION (HAILEY ID)
ID
09/14/2012 - 02/10/2020
WELLS FARGO CLEARING SERVICES, LLC (TWIN FALLS ID)
ID
06/01/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (SUN VALLEY ID)
WA
08/31/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SEATTLE WA)
WA
07/31/1993 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
NY
12/05/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/25/1983 - 12/18/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
09/26/1978 - 08/01/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/28/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 07/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 01/23/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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