Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Toney is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2004. David has a strong background in investment advisory services and has passed the Series 6, Series 7, and Series 63 exams. He is also a licensed tax preparer and has owned his own tax preparation business since 2023. David is passionate about helping his clients achieve their financial goals and is committed to providing personalized service.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/27/2023 - Present
Cetera Investment Advisers LLC (CINCINNATI OH)
CT
01/04/2002 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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