Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Thorndike is a financial advisor with over 13 years of experience in the financial services industry. Thomas is currently registered with Osaic Wealth, Inc. in Connecticut and Pennsylvania. Thomas has previously worked at Securities America, Inc., National Planning Corporation, Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, Inc., and Sagepoint Financial, Inc. Thomas holds Series 66, SIE, and Series 7 licenses. Thomas is a Chartered Financial Analyst. Thomas provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (PIPERSVILLE PA)
PA
11/08/2017 - 06/14/2024
SECURITIES AMERICA, INC. (PIPERSVILLE PA)
PA
05/18/2015 - 11/07/2017
NATIONAL PLANNING CORPORATION (BENSALEM PA)
NY
01/24/2014 - 04/10/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (MELVILLE NY)
NY
08/20/2012 - 01/21/2014
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
CT
05/10/2011 - 08/21/2012
SAGEPOINT FINANCIAL, INC. (WOODBURY CT)
CT
11/19/2010 - 04/12/2011
AXA ADVISORS, LLC (MILFORD CT)
BOTH
Issued 01/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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