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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Tomlinson is a financial advisor registered with LPL Financial LLC. Jeff has been in the industry since 2010. Jeff has a Series 66, Series 7, and SIE license. Jeff is also a registered Investment Advisor (IA) and has registrations in several states, including Michigan, Texas, Florida, Georgia, Colorado, Nevada, and North Carolina. Jeff has worked for VOYA Financial Advisors, Inc., Signator Investors, Inc., and Thrivent Investment Management Inc. Jeff has a diverse background with experience in portfolio management for individuals, businesses, and investment 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.
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.
Consulting and other non-discretionary advisory services
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
MI
11/01/2021 - Present
LPL Financial LLC (HOWELL MI)
MI
04/19/2012 - 11/02/2021
VOYA FINANCIAL ADVISORS, INC. (Westland MI)
MI
11/08/2010 - 06/03/2011
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
11/10/2008 - 04/09/2010
THRIVENT INVESTMENT MANAGEMENT INC. (PLYMOUTH MI)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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