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Tony Alan Tolene

Infinity Financial Services Advisory

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About Tony Alan Tolene

Tony Alan Tolene is an investment advisor representative with Infinity Financial Services Advisory. Tony is a registered representative with the state of Pennsylvania. Tony has been in the financial industry since February 2010. Tony holds a Series 63, Series 66, Series 7 and SIE licenses. Tony has experience working with individuals, corporations, and high-net-worth individuals. Tony's firm, Infinity Financial Services Advisory, provides financial planning, portfolio management, and selection of other advisors to their clients.

Firm Information

Tony Tolene is currently registered with Infinity Financial Services Advisory. Infinity Financial Services Advisory is an investment advisory firm based in Oakland, CA. The firm has over 30 years of experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. Infinity Financial Services Advisory manages over $145 million in assets and has a strong track record of success. The firm is committed to providing its clients with personalized attention and customized investment solutions.
Infinity Financial Services Advisory

212 9TH STREET

OAKLAND, CA 94607

$145.05M

Assets Under Management

13

Total Clients

34

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Tony Tolene’s Registration & Firm History

CA

05/01/2020 - Present

Infinity Financial Services Advisory (OAKLAND CA)

PA

12/18/2013 - 10/25/2016

LPL FINANCIAL LLC (MECHANICSBURG PA)

PA

09/13/2012 - 01/14/2014

PNC INVESTMENTS (ENOLA PA)

NY

10/05/2011 - 09/05/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NJ

01/01/2010 - 09/09/2011

DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)

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Licenses & Designations

BOTH

Issued 05/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Tony Alan Tolene. Review regulatory record here.
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