Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobith? Claim Your ProfileTobith McKenzie is an active advisor with Hilltop Securities Inc. in The Woodlands, TX. Tobith has been in the industry since 2008 and has held licenses with several other firms prior to joining Hilltop Securities Inc. Tobith holds several licenses including Series 7, Series 63, Series 65 and Series 66. The advisor specializes in providing financial planning services to high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
07/05/2023 - Present
Hilltop Securities Inc. (The Woodlands TX)
TX
09/20/2021 - 03/23/2022
PNC INVESTMENTS (HOUSTON TX)
TX
11/11/2015 - 01/03/2020
COMERICA SECURITIES (HOUSTON TX)
TX
08/19/2013 - 11/05/2015
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
IL
10/26/1990 - 04/30/1996
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/07/1990 - 10/26/1990
MBANK CAPITAL MARKETS, INC.
NA
04/29/1987 - 04/12/1990
ROTAN MOSLE INC.
BOTH
Issued 12/17/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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