Unclaimed
Gunnar Thov Thowsen is a financial advisor with over 35 years of experience in the financial services industry. Gunnar is currently registered with Morgan Stanley and has previously worked with Citigroup Global Markets Inc. and Lehman Brothers Inc. Gunnar has a wide range of experience in financial advising, including investment management for individuals and businesses, and has been recognized as a FINRA Arbitrator. Gunnar holds a Series 65 and Series 63 license.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (San Diego CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RANCHO BERNARDO CA)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/21/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1985
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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