Unclaimed
Thomas John Stroyne is an investment advisor representative at Osaic Wealth, Inc. in Pittsburgh, PA. Thomas has over 35 years of experience in the financial services industry. Thomas earned a Series 6, 7, 63, and 65 license. Thomas offers a variety of investment advisory services to individual and institutional clients. This includes portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors. Thomas has been an Investment Advisor Representative at Osaic Wealth, Inc. since June 2024. Prior to that, Thomas was an Investment Advisor Representative at Securities America, Inc. from 2003 to 2024. Thomas is also a member of the Brookwood Manor Homeowners Association.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
11/18/2003 - 06/14/2024
SECURITIES AMERICA, INC. (PITTSBURGH PA)
MA
12/05/1988 - 11/20/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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