Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonja? Claim Your ProfileTonja Ann Womble is a registered investment advisor representative with Truist Advisory Services, Inc. Tonja has over 20 years of experience in the financial services industry. Tonja is registered with the state of North Carolina and holds the Series 66, Series 7, and SIE exams. Tonja has previously worked at AXA Advisors, LLC, RBC Capital Markets, LLC, SunTrust Investment Services, Inc., Wachovia Securities, LLC, and Charles Schwab & Co., Inc. Tonja provides financial planning and portfolio management for individuals and businesses. Tonja also provides financial profiling services using desktop software and publishes periodicals.
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 7/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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