Unclaimed
William Henry Thorne is a financial advisor with over 30 years of experience in the industry. William has been registered with the state of Minnesota since 1987, and has held positions with several firms including Mutual of America Securities Corporation and MetLife Securities Inc. Currently, William is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC, providing investment advice to individuals, businesses, and charitable organizations. William specializes in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MN
11/05/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BLOOMINGTON MN)
NY
12/17/1998 - 09/12/2005
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
01/07/1991 - 09/12/2005
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/27/1987 - 01/04/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/27/1987 - 01/04/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Thorne is the right advisor for you? Invested Better is here to help.