Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toma? Claim Your ProfileToma Tomov is a financial advisor with over 15 years of experience in the financial services industry. Toma is currently registered with Frost Investment Services, where they provide financial advice to individuals, corporations and charitable organizations. They hold Series 6, 7, 63, and 65 licenses as well as the SIE exam. Toma has worked for several firms including PNC Investments, BBVA Securities Inc., and Wells Fargo Advisors. Toma is a highly experienced advisor and has a proven track record of success in helping clients achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/09/2024 - Present
Frost Investment Services (HOUSTON TX)
TX
08/16/2021 - 11/03/2023
PNC INVESTMENTS (BEAUMONT TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (SOUR LAKE TX)
TX
08/08/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PORT ARTHUR TX)
TX
10/03/2007 - 07/20/2011
WELLS FARGO ADVISORS, LLC (GROVES TX)
IA
Issued 03/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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