Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toneya? Claim Your ProfileToneya McGinnis is an investment advisor representative at PFS Investments Inc. Toneya has been in the industry since November 4, 2016, and has been associated with PFS Investments Inc. since May 11, 2016. Toneya holds Series 6, 63, 26, and 65 securities licenses as well as the SIE exam. Toneya is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Louisiana, Oklahoma, and Texas. Toneya is also registered with the state of California as an Investment Advisor Representative.
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.
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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CA
09/06/2019 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
05/11/2016 - 08/29/2016
PFS INVESTMENTS INC. (RIVERSIDE CA)
IA
Issued 07/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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