Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vukovich is a financial advisor who has been in the industry since June 4, 2001. Thomas is currently registered with Osaic Wealth, Inc. in Eden Prairie, MN and has been registered there since June 14, 2024. Before joining Osaic Wealth, Inc., Thomas was registered with Securities America, Inc. in Eden Prairie, MN. Thomas has also worked for other firms including GWN Securities Inc. in Palm Beach Gardens, FL, Locorr Distributors, LLC in Excelsior, MN, Ameriprise Financial Services, Inc. in Minneapolis, MN, Riversource Distributors, Inc. in Minneapolis, MN, Allianz Life Financial Services, LLC in Golden Valley, MN, and Banc One Securities Corporation in Chicago, IL. Thomas has passed the Series 6, 7, 24, 26, 63, SIE, and 99TO exams. Thomas specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (EDEN PRAIRIE MN)
MN
09/30/2022 - 06/14/2024
SECURITIES AMERICA, INC. (EDEN PRAIRIE MN)
FL
04/24/2017 - 09/01/2022
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
MN
06/29/2012 - 05/04/2015
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
MN
03/09/2011 - 06/18/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/09/2007 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/04/2000 - 11/12/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
IL
03/03/1999 - 03/22/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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