Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thayer? Claim Your ProfileThayer Potter is a financial advisor with Prospera Financial Services, Inc. Thayer has been in the industry since 1998. Thayer has experience working with individual and institutional investors, and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Thayer holds the Series 66, Series 63, and Series 65 licenses. Thayer is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
PA
10/24/2022 - Present
Prospera Financial Services, Inc. (Selinsgrove PA)
PA
06/16/2017 - 11/07/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SELINGSGROVE PA)
PA
09/25/2012 - 06/19/2017
JANNEY MONTGOMERY SCOTT LLC (SUNBURY PA)
NJ
06/01/2009 - 10/15/2012
MORGAN STANLEY (RED BANK NJ)
NJ
04/24/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NA
12/17/1985 - 05/06/1986
GIBRALTAR SECURITIES CO.
BOTH
Issued 04/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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