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Lulu Morio Toney

Deutsche Bank Securities Inc.

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About Lulu Morio Toney

Lulu Morio Toney is an active Registered Representative with Deutsche Bank Securities Inc., based in Jacksonville, FL. Lulu has been in the industry since 2001, beginning her career with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Before joining Deutsche Bank Securities Inc., Lulu was a registered representative with DB SECURITIES SERVICES NJ INC., also based in Jersey City, NJ. Lulu holds the Series 7, Series 99TO, and SIE licenses and is also a registered representative with FINRA.

Firm Information

Lulu Toney is currently registered with Deutsche Bank Securities Inc.. Deutsche Bank Securities Inc. is a corporation headquartered in New York, NY, United States. The firm was formed on December 29, 1971, and provides advisory services in equity & debt research, macro research, quant strategy, multi-asset research, and catalyst calls. They have a significant number of registered representatives (1,304) and investment advisory functions (149) and manage more than $50 billion in assets.
Deutsche Bank Securities Inc.

1 COLUMBUS CIRCLE

NEW YORK, NY 10019

Not reported

Assets Under Management

33

Total Clients

319

Total Financial Advisors

Services Offered

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.

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equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls

Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls

Fee Structure

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.

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other

Hard dollar payments for research

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Lulu Toney’s Registration & Firm History

FL

01/03/2012 - Present

Deutsche Bank Securities Inc. (JACKSONVILLE FL)

NJ

11/18/2008 - 01/03/2012

DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)

NY

08/22/2001 - 10/20/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lulu Morio Toney.
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