Unclaimed
Gay Fannie Thompson is a financial advisor who has been working in the financial services industry since 2009. Gay is currently registered as a Registered Representative with Per Stirling Capital Management, LLC, which is a Registered Investment Advisor. Gay is also licensed and registered in several states including Arizona, Florida, Ohio, and Texas. Prior to working with Per Stirling Capital Management, LLC, Gay worked with MML Investors Services, LLC, MSI Financial Services, Inc. and New England Securities. Gay holds both Series 7 and 66 licenses as well as the SIE. Gay is a Certified Financial Planner (CFP®). Gay's clients include corporations, individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
TX
08/23/2018 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
03/25/2017 - 08/29/2018
MML INVESTORS SERVICES, LLC (AUSTIN TX)
TX
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
08/11/2009 - 01/02/2015
NEW ENGLAND SECURITIES (AUSTIN TX)
BOTH
Issued 08/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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