Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Richard Parkins is a financial advisor with over 34 years of experience in the financial services industry. Thomas is currently registered with Osaic Wealth, Inc. and is licensed in 17 states. Previously, Thomas has held positions with FSC Securities Corporation, AXA Advisors, LLC, INVESMART SECURITIES, LLC, CHARLES SCHWAB & CO., INC., SCUDDER INVESTOR SERVICES, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. and FIDELITY DISTRIBUTORS CORPORATION. Thomas provides financial planning services, portfolio management for individuals and businesses, and educational seminars.
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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MA
05/13/2024 - Present
Osaic Wealth, Inc. (SOUTH HAMILTON MA)
MA
07/16/2007 - 11/03/2023
FSC SECURITIES CORPORATION (SOUTH HAMILTON MA)
MA
04/28/2004 - 07/23/2007
AXA ADVISORS, LLC (SOUTH HAMILTON MA)
PA
08/15/2001 - 08/07/2002
INVESMART SECURITIES, LLC (PITTSBURGH PA)
TX
03/18/1998 - 05/04/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/12/1995 - 02/06/1997
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
12/20/1988 - 10/12/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/23/1985 - 12/13/1988
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BOTH
Issued 10/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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