Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mayo is a financial advisor with over 40 years of experience in the financial services industry. Thomas is currently registered with Osaic Wealth, Inc. Thomas provides financial planning and investment management services to individuals, families, businesses, and retirement plans. Thomas Mayo is a CERTIFIED FINANCIAL PLANNER™ professional. Thomas has a strong commitment to providing his clients with personalized financial advice and guidance to help them achieve 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
VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIRGINIA BEACH VA)
VA
05/11/1977 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/08/1982 - 05/21/1984
FSC SECURITIES CORPORATION
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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