Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Whaley is a financial advisor at Planmember Securities Corp., where Toni has been registered since May 16, 2008. Toni is a Registered Representative and Investment Advisor Representative. Prior to joining Planmember Securities Corp., Toni was with LINCOLN INVESTMENT PLANNING, INC. from June 13, 2005 to May 15, 2008. Toni holds the Series 6, Series 63, and Series 65 licenses. Toni is also licensed in District of Columbia, Florida, Maryland, and West Virginia.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/16/2008 - Present
Planmember Securities Corp. (Elkridge MD)
MD
06/13/2005 - 05/15/2008
LINCOLN INVESTMENT PLANNING, INC. (GAITHERSBURG MD)
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Toni Whaley is the right advisor for you? Invested Better is here to help.
