Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Fitzgerald Tolbert is a financial advisor with over 20 years of experience in the industry. Reginald is a registered representative with Independent Advisor Alliance, LLC. Prior to that, Reginald has worked with MSI Financial Services, Inc., New England Securities, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Edward Jones. Reginald has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Reginald is committed to helping clients reach their financial goals.
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.
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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2
FL
09/12/2018 - Present
Independent Advisor Alliance, LLC (Ponte Vedra Beach FL)
FL
01/02/2015 - 08/05/2016
MSI FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
08/18/2010 - 01/02/2015
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
06/01/2009 - 09/13/2010
MORGAN STANLEY SMITH BARNEY (JACKSONVILLE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JACKSONVILLE FL)
FL
07/21/2006 - 04/02/2007
MORGAN STANLEY DW INC. (JACKSONVILLE FL)
FL
08/17/2004 - 07/27/2006
EDWARD JONES (JACKSONVILLE FL)
IA
Issued 04/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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