Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tolmie has been in the financial industry since 1989. Eric currently is a registered representative with Commonwealth Financial Network, a firm that provides financial planning and investment management services. Eric is a licensed Investment Advisor Representative in New York. Eric has a broad range of experience and holds multiple industry licenses, including the Series 7, 63, and 65.
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.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (ALBANY NY)
OH
05/14/1999 - 01/10/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/04/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
11/18/1991 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
03/01/1989 - 11/19/1991
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
NA
05/25/1988 - 07/16/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/25/1988 - 07/16/1988
IDS LIFE INSURANCE COMPANY
IA
Issued 01/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Tolmie is the right advisor for you? Invested Better is here to help.
