Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobias? Claim Your ProfileTobias Cardone is a financial advisor at Voya Financial Advisors, Inc. Tobias has been in the industry since 1983. Tobias has a Series 63, Series 2, and SIE licenses and is registered in several states. Tobias's specialties are in financial planning and portfolio management. Tobias also provides educational seminars and helps clients select other advisors. Tobias provides advisory services for individuals and businesses. Tobias is also a partner in CARDONE FINANCIAL GROUP, LLC, a company that handles investment business operations.
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.
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.
1
2
OH
05/04/2023 - Present
Voya Financial Advisors, Inc. (INDEPENDENCE OH)
OH
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (TOLEDO OH)
CT
03/01/1990 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
03/15/1985 - 12/31/1989
G. R. PHELPS & CO., INC.
BC
Issued 03/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1973
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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