Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonja? Claim Your ProfileTonja Womble is an Investment Advisor Representative at Truist Advisory Services, Inc. located in Chapel Hill, North Carolina. Tonja has been in the industry since 2002. Tonja has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Tonja provides a variety of services including financial planning, portfolio management, selection of other advisors, publication of periodicals, and educational seminars.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/09/2016 - Present
Truist Advisory Services, Inc. (CHAPEL HILL NC)
NC
02/17/2012 - 02/26/2013
AXA ADVISORS, LLC (CHAPEL HILL NC)
NC
09/18/2008 - 11/28/2011
RBC CAPITAL MARKETS, LLC (RALEIGH NC)
NC
02/22/2008 - 09/17/2008
SUNTRUST INVESTMENT SERVICES, INC. (DURHAM NC)
NC
05/15/2003 - 02/08/2008
WACHOVIA SECURITIES, LLC (DURHAM NC)
TX
09/11/2002 - 05/21/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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