Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Noto, Ann is an Investment Advisor Representative at The Millstone Evans Group, LLC based in Boulder, Colorado. Toni has been in the industry since 1986 and has a strong track record of success. Toni has a strong commitment to providing personalized financial advice to help clients reach their financial goals. Toni specializes in helping individuals and families achieve their investment objectives. Toni is committed to providing her clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Blogs and podcasts
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
CO
01/07/2021 - Present
THE Millstone Evans Group, LLC (BOULDER CO)
CO
07/15/2014 - 01/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
GA
11/06/2007 - 01/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CARROLLTON GA)
FL
01/27/2000 - 04/07/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/19/1986 - 01/18/2000
AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/02/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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