Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Carlson is a financial advisor with over 19 years of experience in the industry. Thomas has a strong background in investment advisory and securities trading. Currently, Thomas is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. and holds licenses in several states, including Virginia, North Carolina, and Texas. Thomas offers a wide range of services to individuals and businesses, including financial planning, retirement planning, portfolio management, and investment advisory. Thomas is committed to helping his clients achieve their financial goals.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Newport News VA)
VA
07/28/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Newport News VA)
VA
01/08/2009 - 07/31/2014
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
VA
02/03/2006 - 12/31/2008
HBW SECURITIES LLC (NEWPORT NEWS VA)
VA
01/17/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (GLEN ALLEN VA)
IA
Issued 01/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Carlson is the right advisor for you? Invested Better is here to help.
