Unclaimed
Avery Hope Tomlin is a registered representative at Park Avenue Securities LLC with a focus on providing financial planning and investment advice. Avery is licensed to provide financial advice in Illinois, Florida, South Carolina and Wisconsin. Avery has been in the financial industry for more than a year, and has experience in various roles, including at Hammortree Financial Services, Butler University, Fox Ridge Medical Associates and 1776 Restaurant. Avery holds a Series 66, Series 7TO, and SIE license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
12/06/2024 - Present
Park Avenue Securities LLC (CRYSTAL LAKE IL)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Avery Tomlin is the right advisor for you? Invested Better is here to help.