Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Zurbuch is a financial advisor with over 23 years of experience in the industry. Thomas is currently a registered representative with Osaic Wealth, Inc. in St. Charles, Illinois, where Thomas focuses on providing comprehensive financial advice to individuals, families, and businesses. Thomas holds a variety of licenses and certifications, including Series 6, 7, 24, 26, and 63. Thomas has a strong track record of success in helping clients 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
IL
09/01/2023 - Present
Osaic Wealth, Inc. (ST. CHARLES IL)
IL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. CHARLES IL)
IL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GENEVA IL)
TX
11/30/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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