Unclaimed
Blair Truebner Gorman is a financial advisor at Franklin Distributors, LLC. Blair holds Series 7, 6, 24 and 66 securities licenses. Blair has been in the financial industry for over 16 years and has experience with Morgan Stanley & Co. Incorporated, Old Mutual Investment Partners, and Jackson National Life Distributors, Inc. Blair can work with clients in 53 different states.
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.
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.
1
2
CT
02/01/2012 - Present
Franklin Distributors, LLC (STAMFORD CT)
NY
03/26/2008 - 02/05/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
CO
09/23/2004 - 10/02/2007
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
TN
04/14/2003 - 08/23/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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