Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Goodson has been in the financial services industry since March 6, 1986, and is currently registered with Osaic Wealth, Inc. and THE Ameriflex Group. Thomas is a Chartered Financial Consultant and provides financial planning, pension consulting and portfolio management services to individuals, businesses, and institutional clients. Thomas is also the CEO of THE Ameriflex Group and is actively involved in its operations and finances.
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
NV
09/01/2023 - Present
Osaic Wealth, Inc. (LAS VEGAS NV)
NV
01/18/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
CA
01/23/2009 - 01/18/2012
SECURITIES AMERICA, INC. (SANTA BARBARA CA)
CA
12/02/1999 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SANTA BARBARA CA)
CA
09/07/1989 - 12/02/1999
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
02/07/1986 - 08/02/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
07/30/1985 - 01/27/1986
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
01/18/1985 - 07/26/1985
BREWER SMITH SECURITIES CO.
BC
Issued 06/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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