Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Toner is a financial advisor with over 30 years of experience in the industry. Michael has been with Janney Montgomery Scott LLC since February 2017. Michael has a strong track record of providing investment advice to individuals and families, as well as businesses and charitable organizations. Michael also offers a variety of financial planning services, including retirement planning, college savings, and estate planning.
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.
Fee plus commission
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2
DE
09/07/2017 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
02/05/2010 - 02/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
DE
06/01/2009 - 02/09/2010
MORGAN STANLEY SMITH BARNEY (GREENVILLE DE)
DE
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENVILLE DE)
DE
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (GREENVILLE DE)
DE
08/16/2002 - 02/12/2007
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
MO
10/01/1999 - 08/28/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
01/04/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/10/1992 - 01/07/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/08/1990 - 05/19/1992
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 02/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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