Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Drabek is a financial professional with over 35 years of experience in the industry. Thomas has a Series 6, Series 63 and SIE license, and is a Certified Financial Planner. Thomas currently works at Osaic Wealth, Inc. Thomas has previously worked at Woodbury Financial Services, Inc., Securities America, Inc., Girard Securities, Inc., Legacy Financial Services, Inc., The Leaders Group, Inc., Securities Management & Research, Inc., Sentra Securities Corporation, Princor Financial Services Corporation, and MONY Securities Corp. Thomas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
12/02/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
04/02/2013 - 12/01/2016
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
02/26/2010 - 04/08/2013
GIRARD SECURITIES, INC. (ENCINITAS CA)
CA
06/15/2006 - 03/01/2010
SECURITIES AMERICA, INC. (ENCINITAS CA)
CA
06/20/1996 - 04/21/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CO
11/17/1995 - 09/11/1996
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
05/18/1994 - 12/06/1995
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
AZ
01/28/1994 - 04/22/1994
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
11/22/1988 - 12/16/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
12/17/1986 - 06/22/1988
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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