Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Picchi is a financial advisor with over 16 years of experience in the financial services industry. Thomas has worked with several financial institutions, most recently with Osaic Wealth, Inc. Thomas specializes in providing investment advice and portfolio management services to individuals, families, businesses, and retirement plans. Thomas also offers financial planning services. Thomas is committed to helping clients achieve their financial goals and provides personalized advice and strategies to help them reach their objectives.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (CHICAGO HEIGHTS IL)
IL
10/11/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHICAGO HEIGHTS IL)
IL
11/07/2008 - 06/06/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (WARRENVILLE IL)
IL
08/24/2007 - 11/07/2008
WORLD EQUITY GROUP, INC. (CHICAGO HEIGHTS IL)
IL
08/06/2007 - 08/29/2007
WORLD GROUP SECURITIES, INC. (WEST CHICAGO IL)
IL
05/17/2002 - 08/03/2007
WORLD EQUITY GROUP, INC. (ORLAND PARK IL)
GA
04/12/2002 - 05/29/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/23/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
11/14/1995 - 04/18/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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