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Thomas J. Rose

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CRD#: 1021848
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas James Rose was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1982. Thomas had worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 12, 2006 - March 30, 2009

AFC ADVISORY CORPORATION

RIA
CRD#: 118669
GLEN ELLYN, IL
Past

January 19, 2005 - December 31, 2019

OSAIC WEALTH, INC.

RIA
CRD#: 23131
GLEN ELLYN, IL
Past

January 5, 1998 - October 30, 2006

ROSE AND ASSOCIATES ADVISORY CORPORATION

RIA
CRD#: 123637
GLEN ELLYN, IL
Past

November 19, 1989 - December 31, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
GLEN ELLYN, IL
Past

April 25, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

September 10, 1986 - April 25, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

March 29, 1982 - September 22, 1986

RESOURCE DEVELOPMENT INTERNATIONAL, LTD.

BD
CRD#: 8435
Past

January 5, 1982 - March 30, 1982

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/16/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/1986
General Securities Principal Examination

Current Firm


AA
AFC ADVISORY CORPORATION
AFC ADVISORY CORPORATION | ROSE & ASSOCIATES FINANCIAL SERVICES

CRD#: 118669 / SEC#:

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Contact information


Main Address
18708 Dixie Highway, Flossmoor, IL 60422
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AFC ADVISORY CORPORATION

CRD#: 118669

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