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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Koffi? Claim Your ProfileKoffi Antoine Toulaboe is an investment advisor representative registered with Zacks Investment Management, Inc. Koffi has been working in the financial services industry since 2010 and is licensed to provide investment advice in Illinois. Koffi holds a Series 63, 65, and 7 licenses, as well as the SIE exam. Koffi has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Koffi specializes in providing quantitative investment models for institutional clients and specializes in portfolio management for businesses, individuals, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
04/02/2019 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IL
05/23/2018 - 08/01/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IA
Issued 08/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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