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Tonja Wisowaty Truesdell

Pacer Financial, Inc.

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About Tonja Wisowaty Truesdell

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.

Firm Information

Tonja Truesdell is currently registered with Pacer Financial, Inc.. Pacer Financial, Inc. is a Corporation formed in 2005-03-23. The firm is registered in 51 states and has a single SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tonja Truesdell’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tonja Wisowaty Truesdell.
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