Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tomski is a financial advisor with Saybrus Equity Services, LLC, located in Palm Beach Gardens, FL. Jeffrey has been in the financial services industry since February 1990. Jeffrey holds Series 6 and SIE licenses. Jeffrey is registered in California, Montana, North Carolina, North Dakota, and Oregon. Jeffrey's previous experience includes roles at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC., and ROBERT W. BAIRD & CO. INCORPORATED.
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.
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.
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2
FL
10/02/2019 - Present
Saybrus Equity Services, LLC (PALM BEACH GARDENS FL)
NC
02/22/2013 - 10/16/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
MI
06/01/2009 - 02/07/2013
MORGAN STANLEY (TROY MI)
NY
06/04/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
WI
02/05/1990 - 06/06/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/05/1990 - 06/06/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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