Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gerlacher is a financial professional with over 20 years of experience in the industry. He is currently registered with Dinan Capital Advisors in Atlanta, Georgia. Thomas has a wide range of experience in the financial services industry, including investment banking and wealth management. He holds several industry licenses, including Series 7, 24, 63, and SIE. Thomas is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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2
GA
01/10/2018 - Present
Dinan Capital Advisors (Atlanta GA)
NC
12/02/2017 - 10/09/2018
CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)
GA
04/02/2009 - 06/09/2016
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
IL
04/29/2005 - 02/11/2009
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
NY
07/25/1997 - 04/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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