Unclaimed
Tobin Mcwilliams Hunsinger is a financial advisor with over 17 years of experience in the industry. Tobin is currently registered with Raymond James & Associates, Inc. and holds a Series 7, 63, and 65 license. Previously, Tobin worked at Deutsche Bank Securities Inc. Tobin is located in Chadds Ford, Pennsylvania and serves clients in the areas of financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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
PA
04/01/2022 - Present
Raymond James & Associates, Inc. (Chadds Ford PA)
PA
09/06/2016 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)
PA
05/26/2004 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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