Unclaimed
Thomas Gerhart is a financial advisor with Founders Financial Securities LLC. He is registered to provide investment advice and securities trading in 13 states and the District of Columbia. Thomas has been active in the industry since 2000 and holds licenses Series 6, 7 and 63. He is also a Certified Financial Planner. Thomas has worked with Founders Financial Securities LLC since 2006, and prior to that he was a financial advisor at Intersecurities, Inc. Thomas Gerhart is dedicated to providing clients with personalized financial advice. He is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/21/2007 - Present
Founders Financial Securities LLC (Lebanon PA)
PA
08/25/2000 - 09/20/2006
INTERSECURITIES, INC. (LEBANON PA)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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