Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerathen? Claim Your ProfileJerathen Levon Tillman is a financial advisor with LPL Financial LLC. Jerathen has over 17 years of experience in the financial industry. Jerathen is registered in 49 states and has Series 3, 6, 7, 9, 10, 63, and 66 licenses. Jerathen is also a Certified Financial Planner. Jerathen provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and consulting. Previously, Jerathen was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC.
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.
1
2
CA
08/08/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
12/09/2021 - 08/14/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DAVIDSON NC)
NC
06/18/2007 - 11/26/2021
WELLS FARGO CLEARING SERVICES, LLC (DAVIDSON NC)
BOTH
Issued 10/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerathen Tillman is the right advisor for you? Invested Better is here to help.
