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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomolyn? Claim Your ProfileTomolyn Harris has been a registered investment advisor since 1993 and is a licensed investment advisor representative for Cambridge Investment Research Advisors, Inc. Tomolyn is a financial professional with over 30 years of experience. In addition to her experience at Cambridge Investment Research Advisors, Inc., Tomolyn has also worked for firms such as SunAmerica Securities, Inc. and PSA Equities, Inc. She is a graduate of the University of Maryland and holds a Series 7, Series 63, and Series 65 license. Tomolyn provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
11/02/2021 - Present
Cambridge Investment Research Advisors, Inc. (Crofton MD)
AZ
01/13/1993 - 03/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MD
06/22/1988 - 12/12/1992
PSA EQUITIES, INC. (HUNT VALLEY MD)
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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