Unclaimed
Tonette Echols is a registered representative with Stratos Wealth Partners, Ltd. Tonette has been in the securities industry since February 12, 2003. Tonette is registered with FINRA and is a registered investment advisor. Tonette is licensed in 14 states including Arizona, California, Colorado, Illinois, Indiana, Iowa, Kentucky, Louisiana, Missouri, Oklahoma, Texas, Alabama, and Georgia. Tonette holds a Series 7, Series 63, and Series 66 license.
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.
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.
Percentage of assets under management with third party managers
1
2
AZ
06/18/2014 - Present
Stratos Wealth Partners, Ltd. (SCOTTSDALE AZ)
AZ
01/15/2008 - 05/29/2014
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
NA
05/19/1986 - 12/01/1989
ISFA CORPORATION
NA
02/28/1984 - 07/11/1985
DEAN WITTER REYNOLDS INC.
NA
02/28/1984 - 04/12/1984
FIRST INVESTORS CORPORATION
BOTH
Issued 01/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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