Unclaimed
Thomas Park is an investment advisor representative with Osaic Wealth, Inc. based in Minneapolis, Minnesota. Thomas has over 34 years of experience in the financial industry. Thomas has been registered with the state of Minnesota as an Investment Advisor Representative since January 19, 2024. Prior to joining Osaic Wealth, Inc., Thomas was employed at Woodbury Financial Services, Inc. Thomas is a Series 63, 65, 7 and SIE licensed professional. Thomas is a member of FINRA.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
MN
02/26/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MO
09/25/2000 - 02/25/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NJ
08/01/1997 - 10/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
01/16/1995 - 08/19/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
12/19/1989 - 01/20/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/19/1989 - 01/20/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Park is the right advisor for you? Invested Better is here to help.