Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leinwol is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Osaic Wealth, Inc. and has previously worked at Securities America, Inc., Park Avenue Securities LLC, Morgan Stanley Smith Barney, Stifel, Nicolaus & Company, Incorporated, John Hancock Funds, LLC, and Dreyfus Service Corporation. Thomas holds the Series 6, 7, 24, 31, 63, and 65 licenses and offers a variety of services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (WEST PALM BEACH FL)
FL
07/21/2021 - 06/14/2024
SECURITIES AMERICA, INC. (WEST PALM BEACH FL)
FL
07/09/2012 - 08/02/2021
PARK AVENUE SECURITIES LLC (WEST PALM BEACH FL)
FL
08/06/2010 - 07/03/2012
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
FL
04/01/2009 - 08/10/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
MA
12/12/2002 - 03/23/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
NY
10/17/1991 - 11/04/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Leinwol is the right advisor for you? Invested Better is here to help.
