Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gregory Wloch is a financial advisor with over 12 years of experience in the financial services industry. Thomas has a background in securities and investment advisory services. Thomas is currently registered as a financial advisor with Osaic Wealth, Inc., and is licensed in Georgia and Michigan. Thomas has also been registered in California, Florida, Illinois, Mississippi, Missouri, New York, North Carolina, Ohio, Oregon, and Washington. Thomas holds the Series 7 and Series 63, as well as the Series 65. Thomas also holds the Securities Industry Essentials (SIE) exam.
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
09/09/2022 - Present
Osaic Wealth, Inc. (BINGHAM FARMS MI)
MI
02/01/2011 - 09/09/2022
HANTZ FINANCIAL SERVICES, INC. (TAYLOR MI)
BC
Issued 03/12/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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