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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonielle? Claim Your ProfileTonielle Lynn Greenlee is an investment advisor representative with Voya Financial Advisors, Inc. Tonielle has been in the industry since January 30, 2007. Tonielle is registered with the Securities and Exchange Commission as an Investment Advisor Representative (IAR) and is also licensed with FINRA as a Registered Representative. Tonielle is currently registered in 44 states, including Louisiana, New York, and Texas, as well as in the District of Columbia. Tonielle also has a Series 24 General Securities Principal license. Tonielle specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Tonielle is also an independent consultant for Pampered Chef, selling and demonstrating the use of their kitchen supplies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
01/23/2024 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
IA
01/31/2007 - 05/04/2011
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
BOTH
Issued 01/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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