Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Paul Fink is a financial advisor with over 25 years of experience in the industry. Thomas is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ. Thomas previously worked at several other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Goldman Sachs Custody Solutions, Ameritas Investment Company, LLC, TD Ameritrade, Inc. and Charles Schwab & Co., Inc. Thomas has a wide range of experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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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AZ
02/15/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/15/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/15/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/15/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/15/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/14/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
VA
06/22/2020 - 03/01/2023
GOLDMAN SACHS CUSTODY SOLUTIONS (MCLEAN VA)
NE
12/09/2016 - 05/18/2020
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
NE
08/07/2007 - 11/29/2016
TD AMERITRADE, INC. (OMAHA NE)
FL
08/07/1998 - 06/20/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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