Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Tolbert is a financial advisor with Fidelity Personal And Workplace Advisors, a large firm with over $1 billion in assets under management. Eddie is a registered investment advisor in Illinois and Texas and is also a registered representative in 24 states. Eddie has been in the industry since 2009 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Eddie is dedicated to providing personalized financial advice to help clients 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.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
08/05/2022 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
11/16/2018 - 04/14/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOMBARD IL)
IL
10/17/2016 - 11/01/2018
PNC INVESTMENTS (CHICAGO IL)
IL
11/13/2014 - 05/04/2015
PNC INVESTMENTS (GURNEE IL)
TN
01/25/2013 - 09/11/2014
SUNTRUST INVESTMENT SERVICES, INC. (MURFREESBORO TN)
TN
02/02/2011 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
03/23/2009 - 01/11/2011
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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