Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Marie Sams is a financial advisor with over 20 years of experience in the industry. Toni is currently registered with First Heartland Consultants, Inc. in Parkersburg, WV. Previously, Toni has worked for VALMARK SECURITIES, INC., NEW ENGLAND SECURITIES, RAYMOND JAMES FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UNITED BROKERAGE SERVICES, INC.
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.
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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WV
12/01/2009 - Present
First Heartland Consultants, Inc. (PARKERSBURG WV)
WV
01/17/2007 - 11/20/2009
VALMARK SECURITIES, INC. (PARKERSBURG WV)
WV
01/22/2004 - 01/24/2007
NEW ENGLAND SECURITIES (PARKERSBURG WV)
FL
05/07/2003 - 01/15/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
11/27/2001 - 11/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WV
11/25/1998 - 09/10/2001
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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