Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Henry Bilotti has been in the financial services industry since 1994 and is currently registered as an investment advisor representative with Osaic Wealth, Inc. Thomas has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Thomas has a long history of success in the industry, having previously worked for United Securities Alliance, Inc., and WMA Securities, Inc.
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
CA
05/19/2024 - Present
Osaic Wealth, Inc. (DANVILLE CA)
CA
10/13/2000 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (SAN RAMON CA)
GA
10/24/1994 - 10/11/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Bilotti is the right advisor for you? Invested Better is here to help.
