Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toika? Claim Your ProfileToika Anna Lankenau is a financial advisor in Gainesville, Florida with over 25 years of experience in the industry. Toika has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2006. Toika is also registered with the state of Texas. Prior to joining Merrill Lynch, Toika was a financial advisor at UBS Financial Services Inc. and NationsBanc Investments, Inc. Toika has a wide range of experience in financial planning, investment management, and retirement planning. Toika is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
03/13/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GAINESVILLE FL)
NJ
05/18/1999 - 07/10/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
04/01/1998 - 01/12/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
12/17/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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