Unclaimed
Jeffrey Thorn is a financial professional with over 13 years of experience in the financial services industry. Currently registered with Mutual Of America Securities LLC, Jeffrey has held previous roles with PFS Investments Inc. and Mutual Of America Life Insurance Company. Jeffrey's career has focused on providing financial guidance and solutions to clients in various states. He holds a Series 6 and Series 63 license along with the Series 26 principal exam. Jeffrey is dedicated to serving his clients' financial needs and providing them with personalized service.
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.
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.
1
2
TX
09/29/2020 - Present
Mutual OF America Securities LLC (IRVING TX)
RI
07/12/2019 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Providence RI)
MA
06/28/2019 - 07/12/2019
MUTUAL OF AMERICA SECURITIES LLC (WESTBOROUGH MA)
MA
06/28/2019 - 07/11/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTBOROUGH MA)
MA
12/09/2010 - 07/01/2019
PFS INVESTMENTS INC. (W. BRIDGEWATER MA)
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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