Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dilworth is a financial advisor with Osaic Wealth, Inc. Thomas is a registered representative and investment advisor with the firm. Thomas has over 40 years of experience in the financial services industry, having previously been registered with Securities America, Inc. and CADARET, GRANT & CO., INC. Thomas's specializations include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (TOLEDO OH)
OH
08/18/2003 - 06/14/2024
SECURITIES AMERICA, INC. (TOLEDO OH)
NY
10/02/1989 - 08/18/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
02/25/1987 - 10/02/1989
CADARET, GRANT & CO., INC.
NA
01/17/1983 - 02/27/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 06/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/28/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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