Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Elaine Tomlin is a financial advisor with over 27 years of experience in the industry. Jamie is currently registered with Stifel Independent Advisors, LLC and has held previous registrations with Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Jamie is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jamie has a broad range of experience serving a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
FL
05/09/2023 - Present
Stifel Independent Advisors, LLC (ST. PETERSBURG FL)
FL
05/09/2008 - 05/24/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. PETERSBURG FL)
FL
01/01/2008 - 05/15/2008
WACHOVIA SECURITIES, LLC (ST. PETERSBURG FL)
FL
11/30/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. PETERSBURG FL)
IA
Issued 05/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/09/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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