Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kalis is a financial advisor registered with Osaic Wealth, Inc. and has been in the industry since March 19, 1986. Thomas has a total of 10 years of experience in the financial services industry and has held previous positions at FSC Securities Corporation, Raymond James & Associates, Inc., Roney & Co., Roney & Co. L.L.C., The Ohio Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas holds Series 63, Series 65, Series 7 and SIE licenses. Thomas is registered to provide investment advisory services in Arizona, Florida, Georgia, Indiana, Michigan, North Carolina, Ohio, Texas, and Wisconsin. Thomas offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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MI
11/03/2023 - Present
Osaic Wealth, Inc. (Trenton MI)
MI
03/23/2018 - 11/03/2023
FSC SECURITIES CORPORATION (Trenton MI)
MI
06/16/1998 - 04/09/2018
RAYMOND JAMES & ASSOCIATES, INC. (DEARBORN MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
06/30/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
OH
05/07/1993 - 06/30/1997
THE OHIO COMPANY (CINCINNATI OH)
NY
03/20/1986 - 05/17/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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