Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Horst is a financial advisor with Osaic Wealth, Inc. based in Annapolis, MD. He has been in the financial services industry since 1979. Thomas is a registered representative with FINRA and a registered investment advisor with the state of Maryland. He holds the Series 63, Series 65, Series 7, and Series 1 securities licenses. He also has experience in insurance sales. Thomas provides a variety of financial services, including financial planning, investment advice, 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
MD
09/01/2023 - Present
Osaic Wealth, Inc. (ANNAPOLIS MD)
MD
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ANNAPOLIS MD)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/04/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MA
03/31/1989 - 11/05/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/06/1984 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
11/10/1983 - 02/23/1984
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/01/1979 - 11/11/1983
IDS LIFE INSURANCE COMPANY
NA
08/01/1979 - 11/11/1983
IDS MARKETING CORPORATION
NA
08/01/1979 - 11/11/1983
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 02/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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