Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Robert Beam is a financial advisor who has been in the industry since 1993. Thomas is currently registered with Osaic Wealth, Inc. in California and New York. Thomas has previously worked for Wall Street Financial Group, Inc., Great Northern Financial Securities, Inc., Hornor, Townsend & Kent, Inc., and New England Securities. Thomas is a Series 6, 7, 24, 26, 52, 53, and 63 licensed professional. Thomas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Thomas also provides insurance services through ITP Partners, LLC, ITrust Advisors, LLC, and Foresters Financial.
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
10/11/2024 - Present
Osaic Wealth, Inc. (Pittsford NY)
NY
06/08/2005 - 04/28/2015
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
WA
01/08/2004 - 06/16/2005
GREAT NORTHERN FINANCIAL SECURITIES, INC. (SPOKANE VALLEY WA)
NY
03/16/1999 - 01/09/2004
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
PA
07/25/1995 - 03/23/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
10/01/1993 - 08/10/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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