Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Lee is an Investment Advisor Representative with Cain, Watters & Associates, LLC. Toni has been with the firm since January 2008. Toni holds a Series 65 license and is registered with the states of Louisiana and Texas. Toni is also a Personal Financial Specialist. Toni is involved in management, administration and/or development of related entities. Toni has expertise in the following areas: Pension Planning, Retirement Planning, College Planning, Business Planning, Insurance Planning, and Estate Planning.
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.
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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TX
04/17/2003 - Present
Cain, Watters & Associates, LLC (PLANO TX)
IA
Issued 03/20/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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