Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonel? Claim Your ProfileJonel Joseph Tomines is a financial advisor with over 5 years of experience in the industry. Jonel has been associated with Cmg Financial Consulting since August 2022, working as a financial planner. Prior to joining Cmg Financial Consulting, Jonel held positions with Origin Financial, Keep It Simple Financial Planning, Mariner Wealth Advisors, and EP Wealth Advisors. Jonel has a Series 65 license and is a Certified Financial Planner. Jonel specializes in financial planning and portfolio management for both individuals and pension consulting. Jonel is registered in Arizona, California, Illinois, and Louisiana.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
09/16/2022 - Present
CMG Financial Consulting (SCOTTSDALE AZ)
IA
Issued 12/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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