Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonita? Claim Your ProfileTonita Arthur is a financial advisor with over 20 years of experience in the financial services industry. Tonita currently works at Osaic Wealth, Inc. where Tonita specializes in providing financial planning and investment advice to a wide range of clients, including high-net-worth individuals, businesses, and retirement plans. Tonita previously worked at firms such as BBVA Securities Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lincoln Financial Advisors Corporation. Tonita holds multiple industry licenses and registrations, including Series 6, 7, 10, 24, 52, 53, 63, and 66. Tonita's expertise in financial planning and investment management allows Tonita to help clients 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.
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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2
AZ
05/02/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AL
02/17/2015 - 03/26/2019
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
07/18/2013 - 01/28/2015
MORGAN STANLEY (BIRMINGHAM AL)
AL
12/15/2010 - 05/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
01/27/2009 - 08/17/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
AL
06/07/2006 - 12/05/2008
MULTI-FINANCIAL SECURITIES CORPORATION (BIRMINGHAM AL)
AL
10/17/2005 - 05/08/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
AL
09/27/2005 - 11/16/2005
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NE
10/31/2003 - 09/28/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
01/15/1999 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IN
10/09/1995 - 12/17/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/09/1995 - 12/17/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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