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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toney? Claim Your ProfileToney Cuellar is a financial advisor with Cetera Investment Advisers LLC in SAN DIEGO, CA. Toney has been in the industry for 8 years and is registered with the state of California. Toney holds FINRA Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Toney offers financial planning and portfolio management services for individuals and businesses.
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.
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CA
08/10/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/10/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
08/10/2018 - 10/25/2021
CRI SECURITIES, LLC (SAN DIEGO CA)
TX
07/28/2015 - 08/02/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
IA
Issued 02/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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