Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McLean is an investment advisor representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Thomas has been in the financial services industry since 1994. Thomas is registered with the state of New York and California. Thomas's prior experience includes positions with Wall Street Financial Group, Inc., Securities America, Inc., and American Portfolios Financial Services, Inc. Thomas specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and institutions. Thomas is also a registered representative with FINRA. Thomas has the following designations: Series 7, Series 63, Series 65, and SIE. Thomas can be reached at Osaic Wealth, Inc. at 18700 N. Hayden Road, Suite 255, Scottsdale, AZ 85255. The firm's phone number is 800-821-5100.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
09/23/2016 - 11/24/2017
SECURITIES AMERICA, INC. (PITTSFORD NY)
NY
01/21/2004 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (PITTSFORD NY)
TX
06/21/2002 - 01/23/2004
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NY
12/03/1999 - 07/19/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
10/12/1994 - 11/29/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
03/01/1994 - 08/01/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 09/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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