Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leonetti is a financial professional with over 30 years of experience in the financial services industry. Thomas currently works as a registered representative at Osaic Wealth, Inc. in Birmingham, Alabama, and is a Series 6, Series 26, and Series 63 licensed advisor. Thomas has been with Osaic Wealth, Inc. since June 2024. Previously, Thomas was a registered representative at Securities America, Inc. and Investcorp, Inc. Thomas is dedicated to helping clients meet their financial goals.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
AL
01/07/2016 - 07/17/2020
INVESTACORP, INC. (Birmingham AL)
NC
10/11/2005 - 02/09/2015
NFP ADVISOR SERVICES, LLC (CHARLOTTE NC)
IN
07/16/2001 - 10/13/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CO
01/12/2000 - 07/18/2001
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
09/25/1992 - 12/10/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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