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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Ray Newman is a financial advisor with Raymond James Financial Services Advisors, Inc., based in MANSFIELD, OH. Tony has been in the industry since 2003, providing financial advice to individuals and businesses. Tony's services include financial planning, portfolio management, and pension consulting. Tony holds a Series 7, 9, 10, 63 and 66 licenses. Tony also holds a Securities Industry Essentials (SIE) license.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
02/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (MANSFIELD OH)
NC
08/04/2003 - 08/18/2008
JBS LIBERTY SECURITIES, INC. (GREENVILLE NC)
MO
04/10/2002 - 06/26/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NE
07/06/1998 - 09/18/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MA
05/16/1997 - 07/14/1998
LONG GROVE TRADING CO. (BOSTON MA)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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