Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Lloyd Tomac is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion - $10 billion in assets under management. Reginald has been in the financial industry since 2015 and has over 50 active licenses in both the Broker-Dealer and Investment Advisor space. Reginald’s previous experience includes roles at TD Ameritrade, Inc. and Scottrade, Inc.
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.
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.
1
2
CO
04/23/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
MO
02/26/2018 - 01/28/2021
TD AMERITRADE, INC. (St Louis MO)
CO
08/27/2015 - 02/26/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 05/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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