Principal@ Beacon Financial Partners
Boston, Massachusetts, United States
Thomas Ostrosky
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Fordham University
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FlashIntel GPTThomas Ostrosky is an experienced professional with 18.7 years of work experience in fixed annuities, mutual funds, retirement, investments, and securities. He is based in the United States and has worked at Beacon Financial Partners in Ohio as a Principal. Thomas specializes in asset preservation, distribution of wealth, estate planning, and life insurance. He is a member of the FINRA/SIPC and has a strong background in the financial services industry.
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About
Series 6 (Investment Company Products/Variable Contracts Limited Representative) Series 63 (Uniform Securities Agent State Law Exam) Life, Disability, Long-term Care and Annuities licenses Securities offered through Kestra Investments Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Beacon Financial Partners, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered representatives of Kestra IS and investment adviser representatives of Kestra AS may only conduct business with residents of the States and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra's Compliance Department at 844-553-7872 Option 6, 2. Www.finra.org and www.sipc.org Specialties: Asset Preservation, Distribution of Wealth, Estate Planning and Life Insurance.
...See MoreWork Experience
Principal
Financial Services
Thomas Ostrosky's Professional Milestones
- Principal (2005-01-01~): Developed a comprehensive curriculum, fostering a cultural appreciation and positive learning environment.
Education
Finance,
Bachelors,
General
1982-1986Skill
Fixed Annuities
Mutual Funds
Retirement
Investments
Securities
Life Insurance
Strategic Financial Planning
Series 63
Disability Insurance
Wealth
Financial Services
Long Term Care
Financial Planning
Estate Planning
Finance
Insurance
Series 6
Asset Allocation
Certification
Colleagues
Dale Rubin
founding partner and chief investment officer beacon financial partners
Joseph Starr
Wealth Manager
Mitchell DeVan
director of wealth management at beacon financial partners
Rachel Senders
Relationship Manager
Linda Gordon
Practice Manager
Other Named Thomas Ostrosky
Frequently asked questions
We found 3 Thomas Ostrosky's email addresses
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Thomas Ostrosky's social media include: Linkedin,
Thomas Ostrosky works for Beacon Financial Partners
Thomas Ostrosky's role in Beacon Financial Partners is Principal
Thomas Ostrosky works in the industry of Financial Services
Thomas Ostrosky's colleagues are Dale Rubin,Joseph Starr,Mitchell DeVan
Thomas Ostrosky's latest job experience is Principal at Beacon Financial Partners
Thomas Ostrosky's latest education in Fordham University
