Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonda? Claim Your ProfileTonda Davis is a financial advisor at Fidelity Personal and Workplace Advisors in Boston, MA. Tonda has been a registered representative for over 20 years and has extensive experience in the financial services industry. Tonda is licensed to provide investment advice in 30 states and has a Series 7, Series 63, and Series 66 license. Tonda specializes in financial planning, portfolio management, and educational seminars. Tonda is committed to providing her clients with the highest level of personalized service and helping them 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.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
11/13/2009 - 01/28/2011
PNC INVESTMENTS (WILMINGTON OH)
OH
12/16/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (MAINEVILLE OH)
OH
07/24/2008 - 11/21/2008
FIFTH THIRD SECURITIES, INC. (DAYTON OH)
OH
06/28/2001 - 02/20/2008
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BOTH
Issued 11/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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