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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bednarik is a financial advisor with Osaic Wealth, Inc. Thomas has over 3 years of experience in the financial services industry. He has a Series 7, 63, and 66 licenses as well as the SIE exam. Thomas is a licensed financial advisor in Florida. He specializes in providing financial planning, portfolio management, and pension consulting services. He also offers educational seminars and selection of other advisors. Thomas's clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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
AZ
09/05/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
TX
08/03/2021 - 03/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
12/22/2020 - 06/11/2021
ALLY INVEST SECURITIES LLC (Lewisville TX)
TX
07/22/2019 - 10/14/2019
TD AMERITRADE, INC. (Southlake TX)
TX
10/18/2016 - 04/07/2017
COMMONWEALTH FINANCIAL NETWORK (ABILENE TX)
BC
Issued 01/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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