Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Harold Clifton is a Registered Representative (RR) and Investment Advisor Representative (IAR) associated with Osaic Wealth, Inc. with offices in Overland Park, Kansas. Thomas has been in the industry for over 2 years and has been with Osaic Wealth, Inc. since January 2024. Previously, Thomas was associated with LPL Financial LLC and Woodbury Financial Services, Inc. Thomas is licensed to provide investment advice in Kansas and Missouri.
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
KS
01/19/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
08/26/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
01/25/2023 - 02/14/2023
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
03/31/2021 - 05/20/2022
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
12/22/2020 - 04/28/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 01/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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