Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas William Switalski is a registered representative with Osaic Wealth, Inc. He is a licensed securities professional in Alaska, Michigan and Ohio, and holds a Series 6 and SIE licenses. Thomas began his career in the financial services industry in 1999. He is based out of CHEBOYGAN, MI. Prior to joining Osaic Wealth, Inc. Thomas William Switalski worked for THE O.N. EQUITY SALES COMPANY, SECURIAN FINANCIAL SERVICES, INC. and CAPITAL BROKERAGE CORPORATION. Osaic Wealth, Inc. provides advisory services to individuals, businesses, investment companies, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, investment advisory services, and education seminars.
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
MI
05/10/2023 - Present
Osaic Wealth, Inc. (CHEBOYGAN MI)
MI
01/11/2005 - 05/11/2023
THE O.N. EQUITY SALES COMPANY (CHEBOYGAN MI)
MN
08/06/2003 - 01/18/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
09/07/1999 - 07/24/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Switalski is the right advisor for you? Invested Better is here to help.
