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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thorne? Claim Your ProfileThorne Wade Robalin is a financial advisor with Raymond James & Associates, Inc. in San Antonio, Texas. Thorne Robalin has been in the financial industry since 1990 and is currently registered with Raymond James & Associates, Inc. and 21 state regulators. Thorne has experience in various areas of financial planning, including portfolio management for individuals and businesses, financial planning, and pension consulting. Thorne has Series 31, Series 7, Series 63, and Series 65 licenses.
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.
Please see note in schedule d - miscellaneous
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
TX
11/30/2001 - Present
Raymond James & Associates, Inc. (San Antonio TX)
NY
03/02/1998 - 12/13/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
10/15/1996 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
06/21/1990 - 10/04/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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