Unclaimed
Camille Toschi is an investment advisor representative with Lifemark Securities Corp., registered in Arizona, Colorado, Iowa, Minnesota, and Pennsylvania. Camille is a registered representative, investment advisor representative, and financial planner. She has experience in the financial services industry since 2020. Camille has worked at Thrivent Investment Management Inc., and has also worked as an independent insurance agent. She has been actively involved in the financial services industry for at least 1 year.
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.
Helps you choose top advisors aligned with your financial goals.
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
AZ
12/09/2021 - Present
Lifemark Securities Corp. (Carefree AZ)
AZ
01/11/2021 - 06/11/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)
BOTH
Issued 03/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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