Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas M. Henry is a financial advisor with over 23 years of experience in the financial services industry. Thomas is a Registered Representative of Osaic Wealth, Inc., and has been with the firm since January 2024. Previously, Thomas was a Registered Representative of Woodbury Financial Services, Inc., and worked with that firm from October 2005 until January 2024. Thomas is also a Certified Public Accountant. Thomas is licensed in 12 states to provide investment advice and securities transactions. Thomas serves a variety of client types, including individuals, families, businesses, trusts and retirement plans. Thomas is committed to providing personalized financial advice and 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
TN
07/11/2024 - Present
Osaic Wealth, Inc. (CLARKVILLE TN)
TN
10/04/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CLARKVILLE TN)
TX
02/20/2004 - 10/14/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
09/14/2000 - 03/08/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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