Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Donahue is a financial advisor with over 25 years of experience in the industry. Currently, Thomas is registered with Osaic Wealth, Inc., where he helps individuals and families achieve their financial goals through personalized financial planning. Thomas is a seasoned professional with a deep understanding of investment management and financial planning. He is committed to providing clients with the guidance and support they need to make informed decisions about their financial futures. Thomas has held previous positions with MML Investors Services, LLC, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. In addition to his work as a financial advisor, Thomas serves as a board member for a non-profit organization.
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
NY
01/24/2025 - Present
Osaic Wealth, Inc. (MARIETTA NY)
NY
06/16/1999 - 05/05/2011
MML INVESTORS SERVICES, LLC (SKANEATELES NY)
MA
03/14/1997 - 05/25/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/14/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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