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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomeka? Claim Your ProfileTomeka Brown is a financial advisor with Navy Federal Investment Services, LLC in Vienna, Virginia. Tomeka Brown is a CERTIFIED FINANCIAL PLANNER™ professional. Tomeka Brown has been in the financial services industry since 2008. Tomeka Brown has experience with a variety of financial firms including TIAA-CREF, Merrill Lynch, and Charles Schwab. Tomeka Brown is licensed to provide financial advice in Maryland and Virginia. Tomeka Brown specializes in financial planning, education seminars and selection of other advisors. Tomeka Brown also manages portfolios for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/24/2018 - Present
Navy Federal Investment Services, LLC (Vienna VA)
DC
05/19/2016 - 01/16/2018
CHARLES SCHWAB & CO., INC. (Washington DC)
MD
08/24/2015 - 04/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALDORF MD)
DC
05/04/2012 - 06/11/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
DC
12/05/2007 - 04/02/2012
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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