Unclaimed
Elle Tonkins is a financial advisor at Edward Jones. She is a licensed investment advisor in Colorado and Texas. Elle has been in the industry since 2017, and she holds a Series 66, Series 7TO and SIE license. Elle offers a range of financial planning services including portfolio management, pension consulting and selection of other advisors. Elle is also registered in 11 other states including Arizona, California, Florida, Idaho, Montana, New Mexico, North Carolina, Texas. Elle specializes in helping high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and partnerships, investment clubs and limited liability companies.
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.
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.
See schedule d - miscellaneous
1
2
CO
08/21/2024 - Present
Edward Jones (COLORADO SPRINGS CO)
BOTH
Issued 05/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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