Unclaimed
Toni Rae Armeni is a financial advisor with Edward Jones. Toni has been in the financial industry since July 14, 2015, and has passed several licensing exams, including the Series 66, Series 7 and the SIE exams. Toni is registered with the Financial Industry Regulatory Authority (FINRA) and has been approved to provide investment advice in Ohio, Texas, and other states. Toni is a registered representative of Edward Jones, a firm with over $800 billion in assets under management, dedicated to helping individual investors achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
OH
12/19/2018 - Present
Edward Jones (GENEVA OH)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Toni Armeni is the right advisor for you? Invested Better is here to help.