Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Thomas has been a registered investment advisor for over 40 years. Gary is currently registered with Raymond James Financial Services Advisors, Inc., and previously worked at UBS Financial Services Inc. and J.C. Bradford & Co.. Gary has experience working with individuals, high-net-worth individuals, insurance companies, pension plans, and corporations. Gary offers financial planning, portfolio management for businesses and individuals, and pension consulting services. Gary is committed to providing personalized financial advice to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
06/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (BIRMINGHAM AL)
AL
05/15/1995 - 06/04/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
NY
01/26/1977 - 05/17/1995
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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