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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ned? Claim Your ProfileNed Tufekcic is a financial advisor with over 30 years of experience in the industry. Ned currently works with LPL Financial LLC and has previously worked at Cambridge Investment Research, Inc. and Capital Analysts, Incorporated. Ned is registered with the state of Ohio as a Broker-Dealer and Investment Advisor Representative. Ned holds several licenses including Series 6, 26, 63, and 65. Ned specializes in portfolio management, financial planning, and investment advisory services.
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
OH
06/11/2019 - Present
LPL Financial LLC (PEPPER PIKE OH)
OH
03/09/2009 - 05/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PEPPER PIKE OH)
OH
09/05/2001 - 03/10/2009
CAPITAL ANALYSTS, INCORPORATED (INDEPENDENCE OH)
OH
09/01/2000 - 08/13/2001
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
08/10/1998 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IN
04/25/1994 - 03/17/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
04/25/1994 - 03/17/1998
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MN
04/12/1994 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
10/27/1989 - 03/15/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/27/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 03/28/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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