Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Oldt is a financial advisor with LPL Financial LLC, a firm with over 20,000 licensed agents, registered representatives and advisors. Thomas has been in the industry since 1994, and has been registered with LPL since 2020. Thomas is licensed in Florida and Texas. He also holds several licenses and certifications, including the Series 7, Series 24, Series 51, and Series 63 exams. Thomas has been a financial advisor for over 25 years. He has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Thomas's services include financial planning, investment management, and retirement planning. He is also a published author and a columnist for The Ledger, a local newspaper in Lakeland, Florida. Thomas is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/19/2020 - Present
LPL Financial LLC (WINTER HAVEN FL)
FL
09/20/2019 - 03/16/2020
CETERA ADVISOR NETWORKS LLC (WINTER HAVEN FL)
FL
08/14/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WINTER HAVEN FL)
FL
05/21/2008 - 08/14/2009
MUTUAL SERVICE CORPORATION (WINTER HAVEN FL)
FL
09/20/1994 - 05/22/2008
FFP SECURITIES, INC. (ST PETERSBURG FL)
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Oldt is the right advisor for you? Invested Better is here to help.
