Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tate? Claim Your ProfileTate Thomas Jones is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 28 years of experience in the financial services industry. Tate is registered with the state of Illinois to provide investment advice and securities transactions. Tate has a broad base of experience working with high-net-worth individuals, corporations, insurance companies, and charitable organizations. Tate offers a variety of services to clients, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
04/20/2018 - Present
Raymond James Financial Services Advisors, Inc. (SPRINGFIELD IL)
IL
12/07/2006 - 04/19/2018
WAYNE HUMMER INVESTMENTS L.L.C. (CHATHAM IL)
IL
03/24/2004 - 12/07/2006
FOCUSED INVESTMENTS L.L.C. (CHATHAM IL)
IL
04/05/1999 - 03/15/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
09/07/1994 - 04/14/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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