Unclaimed
Toni Marie Kresic is a financial professional with over 11 years of experience in the industry. Toni is registered with Victory Capital Services, Inc. and holds Series 63, Series 7, and SIE licenses. Toni is currently registered in Colorado, Oklahoma, and Texas.
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.
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.
1
2
TX
08/08/2011 - Present
Victory Capital Services, Inc. (San Antonio TX)
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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