Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wayne Perry is a registered representative of Osaic Wealth, Inc. with over 40 years of experience in the financial industry. Thomas has provided financial advice to individual clients, corporations, and retirement plans for over 20 years. Thomas is registered in 41 states and has a Series 6, 7, 24, 26, 63, and 65 license. Thomas is an expert in financial planning, retirement planning, and portfolio management.
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
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
01/03/2000 - 06/06/2007
QUESTAR CAPITAL CORPORATION (INDIANAPOLIS IN)
AZ
08/01/1997 - 12/31/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
11/07/1991 - 08/05/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MO
06/03/1991 - 11/08/1991
FFP SECURITIES, INC. (CHESTERFIELD MO)
GA
02/14/1983 - 06/06/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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