Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonu? Claim Your ProfileTonu Viitas is an investment advisor representative at Osaic Wealth, Inc. based in Martinez, CA. Tonu has been in the financial services industry since 2002. Tonu has a Series 6, Series 7, Series 24, Series 63 and Series 65 licenses. Tonu also holds a SIE license. In addition to his role as an investment advisor, Tonu also works as a notary public, is the treasurer for the Estonian Society of San Francisco, and is a statutory agent for Independent Capital Management.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (MARTINEZ CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MARTINEZ CA)
AZ
11/26/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 06/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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