Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gerrit Latchford is a registered representative and investment advisor representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Thomas has been in the securities industry since June 28, 2018. Thomas is licensed to provide investment advice and securities services in Nebraska. Thomas has held previous roles at Securities America, Inc. in Omaha, Nebraska. Thomas is a licensed principal in the areas of general securities, municipal securities, and options. Thomas has a background in financial planning, portfolio management for individuals and businesses, and educational seminars. Thomas is also a volunteer poll worker in Douglas County, Nebraska.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
06/29/2018 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
BOTH
Issued 02/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Latchford is the right advisor for you? Invested Better is here to help.
