Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gerger is a financial professional with over 40 years of experience in the securities industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with Robert W. Baird & Co. Incorporated, Kemper Securities Group, Inc., Blunt Ellis & Loewi Incorporated, Loewi & Co., Incorporated, Anchor National Financial Services, Inc., and FPC Securities Corporation.
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.
1
2
WI
05/31/2012 - Present
Stifel, Nicolaus & Company, Inc. (BROOKFIELD WI)
WI
12/14/1990 - 06/19/2012
ROBERT W. BAIRD & CO. INCORPORATED (WAUKESHA WI)
MO
09/04/1990 - 12/18/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/04/1978 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
09/30/1975 - 04/04/1978
LOEWI & CO., INCORPORATED
NA
04/01/1975 - 11/20/1975
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/04/1973 - 05/07/1975
FPC SECURITIES CORPORATION
IA
Issued 12/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1977
PC - AMEX Put and Call Exam
BC
Issued 11/30/1973
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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