Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Noah Doerfler is a financial advisor with Steward Partners Investment Advisory, LLC. Thomas has been in the industry since January 12, 2009 and has worked with Raymond James Financial Services, Inc., before joining Steward Partners. Thomas is a Certified Financial Planner and holds Series 66, 7, and SIE licenses. Steward Partners Investment Advisory, LLC is a registered investment advisor that provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm has over $20 billion in assets under management and specializes in working with high-net-worth individuals, charitable organizations, and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
TN
04/12/2024 - Present
Steward Partners Investment Advisory, LLC (Franklin TN)
TN
01/13/2009 - 05/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
BOTH
Issued 2/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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