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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas James Claud is an investment advisor representative with Oneascent Financial Services LLC, Oneascent Wealth Management, and Oneascent Family Offices. Thomas has been in the industry since September 2013. Thomas is registered with the state of Alabama and holds a Series 65 license. Thomas specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Consulting
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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AL
04/26/2022 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
IA
Issued 04/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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