Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Tomlinson is a financial professional with over 37 years of experience in the industry. Harold is a registered representative with Next Financial Group, Inc., and holds licenses in several states, including California, Colorado, and Texas. Harold has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Harold specializes in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
CO
08/02/2010 - Present
Next Financial Group, Inc. (COLORADO SPRINGS CO)
GA
08/05/1988 - 12/11/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
01/14/1985 - 08/09/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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