Unclaimed
Jean Ellen Throne is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Bryan, OH. Jean Ellen Throne has been a registered representative for over 11 years and has a Series 7 and Series 63 license. Jean Ellen Throne specializes in working with individuals, high-net-worth individuals, corporations, pension plans and charitable organizations. Jean Ellen Throne's previous experience includes working with Raymond James Financial Services, Inc., The Farmers and Merchants State Bank, and Trilogy Wealth Advisors.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/06/2020 - Present
Cambridge Investment Research Advisors, Inc. (Bryan OH)
OH
02/23/2010 - 01/24/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARCHBOLD OH)
BC
Issued 06/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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