Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Costello is a financial advisor with Osaic Wealth, Inc. based in Atlanta, GA. Thomas has been in the financial industry for over 35 years, having started in 1986. Thomas has a strong background in both securities and insurance, and has a current registration in the following states: Alabama, Colorado, Florida, Georgia, Illinois, Minnesota, Nevada, North Carolina, South Carolina and Virginia. He is also a Managing Partner at CKM Capital Group, which is a securities and insurance company.
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
GA
01/19/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
07/09/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
05/04/2001 - 07/09/2007
FIRST MONTAUK SECURITIES CORP. (ATLANTA GA)
NC
01/08/1998 - 04/11/2001
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
GA
10/25/1997 - 12/31/1997
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
NY
05/16/1996 - 10/17/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
GA
01/03/1995 - 05/14/1996
ARGENT SECURITIES, INC. (ATLANTA GA)
MO
06/23/1994 - 12/31/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
KS
01/17/1994 - 06/21/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
01/13/1993 - 11/09/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
03/15/1989 - 11/30/1990
H. T. FLETCHER SECURITIES INCORPORATED
NA
05/13/1988 - 02/28/1989
POWER SECURITIES CORPORATION
NA
01/06/1987 - 07/01/1988
JASON MACKENZIE SECURITIES CORPORATION
NA
01/03/1985 - 12/16/1986
THE STUART-JAMES COMPANY, INC.
NA
04/25/1984 - 01/24/1985
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 04/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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