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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toeanzar? Claim Your ProfileToeanzar Markquack Norment is a financial advisor registered with Morgan Stanley. Toeanzar has been in the industry since 2004. Toeanzar works in the Atlanta, Georgia office of the firm. Toeanzar is a licensed broker and investment advisor representative who offers financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and other financial services. In addition to being registered with Morgan Stanley, Toeanzar has previous experience with Wells Fargo Advisors, LLC, WELLS FARGO CLEARING SERVICES, LLC, SUNTRUST INVESTMENT SERVICES, INC. and AMVESCAP SERVICES, INC. Toeanzar is licensed in 53 states and the District of Columbia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/21/2022 - Present
Morgan Stanley (Atlanta GA)
GA
10/18/2012 - 09/14/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
02/06/2012 - 10/09/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
11/04/2004 - 10/06/2011
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
04/23/2004 - 10/25/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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