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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Toadvine is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since December 12, 1995. Jeffrey has a wide range of experience, having worked with a variety of firms over the years. Jeffrey holds licenses in several states and has a strong track record of success. Jeffrey is committed to providing his clients with the highest level of service and expertise.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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FL
03/13/2017 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
FL
02/02/2009 - 11/14/2012
INVESTORS CAPITAL CORP. (WINTER GARDEN FL)
FL
05/01/2006 - 02/02/2009
COMMONWEALTH FINANCIAL NETWORK (CLERMONT FL)
FL
05/01/2002 - 05/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (LEESBURG FL)
IN
05/01/2002 - 05/02/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
03/24/2000 - 05/02/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
AZ
06/09/1999 - 03/28/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CA
10/27/1998 - 06/04/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CO
10/18/1996 - 09/08/1998
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
NJ
05/12/1995 - 05/07/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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