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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomiko? Claim Your ProfileTomiko Arthur is an Investment Advisor Representative with Sovereign Wealth Advisors LLC, based in Houston, Texas. She has been in the industry since 2014. Tomiko is licensed in Texas, where she holds a Series 65 license and has passed the SIE Exam. Tomiko has experience with several firms including Robert W. Baird & Co. Incorporated, Mariner Wealth Advisors, Americana Partners, LLC, Mercer Global Advisors Inc., and KANALY TRUST.
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.
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.
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TX
11/20/2023 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
IA
Issued 05/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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