Unclaimed
Thomas Kerins is a registered investment advisor representative with Osaic Advisory Services, LLC. Thomas has been in the industry since 1993. Thomas is also registered as an investment advisor representative in Nebraska and Texas. Thomas has previously worked for Securities America, Inc., Manarin Securities Corporation, and Linsco/Private Ledger Corp. Thomas is also a registered representative in Florida, Iowa, Nebraska, Wisconsin.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NE
05/19/2014 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
03/09/1995 - 06/03/2014
MANARIN SECURITIES CORPORATION (OMAHA NE)
SC
07/29/1993 - 03/21/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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