Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Jean Dow is a registered representative with Raymond James Financial Services Advisors, Inc. Toni has been in the securities industry since May 14, 2017. Toni is currently registered with the state of Oregon and Texas and has passed the Series 66, SIE, and Series 7 exams. Prior to joining Raymond James Financial Services Advisors, Inc., Toni worked at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Toni is also a registered investment advisor and has specialized in the areas of portfolio management, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
08/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (CORVALLIS OR)
OR
06/22/2017 - 08/30/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORVALLIS OR)
OR
05/15/2017 - 06/22/2017
WELLS FARGO CLEARING SERVICES, LLC (CORVALLIS OR)
BOTH
Issued 10/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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