Unclaimed
Tonia Green is a financial advisor with Cetera Investment Services LLC, a firm based in Endicott, New York. Tonia has been in the financial services industry since 2019 and holds the Series 6, 63 and SIE licenses. Tonia has prior experience with PRUCO Securities, LLC, and has been registered with the state of New York since December 2021.
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
NY
12/03/2021 - Present
Cetera Investment Services LLC (ENDICOTT NY)
NY
07/27/2019 - 12/14/2021
PRUCO SECURITIES, LLC. (Fayetteville NY)
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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