Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Roth is a financial advisor with Lincoln Financial Distributors, Inc. Toni has been in the financial industry since 2013, and holds the Series 7, Series 99, Series 24, and SIE licenses. Toni has previously worked with NYLIFE Securities LLC and Cambridge Investment Research, 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.
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
PA
05/11/2023 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IA
04/19/2021 - 08/25/2021
NYLIFE SECURITIES LLC (HIAWATHA IA)
IA
08/07/2017 - 04/24/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
07/25/2013 - 01/05/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BC
Issued 05/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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