Unclaimed
Tonja Truesdell is a registered representative with Pacer Financial, Inc. Tonja has been in the industry since August 10, 2014. Tonja has been registered with FINRA and is also registered in 24 states. Tonja has passed the Series 66, Series 7 and SIE exams. Prior to joining Pacer Financial, Inc., Tonja was a registered representative with FORESIDE FUND SERVICES, LLC and THORNBURG SECURITIES CORPORATION.
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
PA
07/16/2024 - Present
Pacer Financial, Inc. (Malvern PA)
ME
07/01/2020 - 10/11/2023
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NM
10/08/2013 - 06/01/2020
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tonja Truesdell is the right advisor for you? Invested Better is here to help.