Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dellinger is a financial advisor with over 40 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Thomas holds Series 1, 31, 7, and 63 securities licenses, as well as a Series 65 investment advisor license. He also holds a notary public stamp. Thomas has a long history of providing financial guidance to clients in multiple states and has a strong commitment to serving his community.
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
VA
11/03/2023 - Present
Osaic Wealth, Inc. (HERNDON VA)
VA
08/29/2016 - 11/03/2023
FSC SECURITIES CORPORATION (HERNDON VA)
VA
06/07/1996 - 09/22/2016
LPL FINANCIAL LLC (HERNDON VA)
NY
03/15/1996 - 06/20/1996
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
SC
10/27/1995 - 03/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
04/02/1979 - 10/30/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Dellinger is the right advisor for you? Invested Better is here to help.
