Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Thorson is a financial advisor with Osaic Wealth, Inc. with over 30 years of experience in the financial industry. Thomas is a Registered Representative with Securities America, Inc. and provides financial planning, investment advisory and wealth management services to a wide range of clients.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
01/08/2009 - 06/14/2024
SECURITIES AMERICA, INC. (MODESTO CA)
CA
02/19/2008 - 01/14/2009
EPLANNING SECURITIES, INC. (MODESTO CA)
CA
07/18/2007 - 02/20/2008
MULTI-FINANCIAL SECURITIES CORPORATION (MODESTO CA)
CA
03/31/2000 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MODESTO CA)
GA
03/07/1997 - 03/28/2000
WMA SECURITIES, INC. (DULUTH GA)
NY
06/17/1994 - 03/05/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
03/03/1994 - 05/23/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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