Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Canchola is a financial advisor with Raymond James Financial Services Advisors, Inc. located in VICTORVILLE, CA. Tom has been in the industry since June 22, 1990, and has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Prior to joining Raymond James Financial Services Advisors, Inc. Tom worked at a number of other firms. Tom holds licenses for both securities and investment advisory services and is registered in several states. Tom offers a variety of services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
11/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (VICTORVILLE CA)
AZ
02/23/1999 - 12/20/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/01/1999 - 03/10/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
01/16/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
12/21/1993 - 01/06/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
09/17/1990 - 10/15/1993
GRIFFIN FINANCIAL SERVICES
TX
02/15/1990 - 07/25/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
IA
Issued 09/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tom Canchola is the right advisor for you? Invested Better is here to help.
