Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mitchell is a financial advisor with Osaic FA, Inc. Thomas has been in the financial services industry since 2008 and holds Series 7, 24, and 66 licenses. Thomas is registered with the state of Pennsylvania as well as several other states. Thomas provides financial planning, portfolio management, and retirement plan consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Thomas has experience working with both individual and institutional clients and is committed to providing personalized financial advice tailored to meet each client's unique needs and 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/22/2011 - Present
Osaic FA, Inc. (BLUE BELL PA)
PA
04/16/2008 - 10/29/2008
HORNOR, TOWNSEND & KENT, INC. (PLYMOUTH MEETING PA)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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