Unclaimed
G. Thomas Parry Jr. is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 30 years of experience. G. Thomas Parry Jr. has a broad range of financial experience in different industries, including Morgan Stanley DW Inc., Citigroup Global Markets Inc. and Butler, Wick & Co., Inc. G. Thomas Parry Jr. is licensed and registered in multiple states, including Ohio, California, Colorado, Maryland, Michigan, Virginia and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/30/2017 - Present
Stifel, Nicolaus & Company, Inc. (FAIRLAWN OH)
OH
11/21/2007 - 03/10/2009
BUTLER, WICK & CO., INC. (FAIRLAWN OH)
OH
08/30/2002 - 11/29/2007
CITIGROUP GLOBAL MARKETS INC. (AKRON OH)
NY
04/18/1984 - 09/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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