Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Thorn is a financial advisor with over 27 years of experience in the financial services industry. Gerard has held previous roles with Morgan Stanley, Ameriprise Financial Services, Inc., Janney Montgomery Scott LLC, and Raymond James & Associates, Inc. Gerard holds Series 7, 8, 63 and 65 licenses. Gerard's current firm is Raymond James & Associates, Inc. Gerard specializes in providing financial advice to a variety of clients including high net worth individuals, corporations, and individuals other than high-net worth.
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.
Please see note in schedule d - miscellaneous
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
FL
01/03/2022 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
01/22/2016 - 06/01/2021
MORGAN STANLEY (BOCA RATON FL)
FL
10/01/2007 - 02/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
01/18/2000 - 10/17/2007
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
FL
08/14/1997 - 01/14/2000
INVESTACORP, INC. (MIAMI FL)
FL
07/12/1994 - 08/29/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 05/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
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
Not sure Gerard Thorn is the right advisor for you? Invested Better is here to help.
