Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Wayne Toombs is a financial advisor with over 23 years of experience in the financial services industry. Tony is currently registered with Fidelity Personal And Workplace Advisors and holds Series 7 and 63 securities licenses, as well as Series 65 for investment advisory. Prior to joining Fidelity, Tony has worked with several firms including Western Southern Life, Securian Financial Services Inc, Minnesota Life Insurance Co, Wealthspan Financial Group, UTHRIV, Bank of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Alfa Insurance, W&S Brokerage Services. Tony is licensed to provide financial advisory services in 30 states, including Florida and Georgia.
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.
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
FL
06/01/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
GA
10/22/2019 - 03/24/2021
W&S BROKERAGE SERVICES, INC. (Norcross GA)
GA
10/28/2016 - 09/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODSTOCK GA)
GA
12/17/2015 - 10/31/2016
LPL FINANCIAL LLC (SUWANEE GA)
GA
04/10/2015 - 12/21/2015
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
03/10/2005 - 07/03/2014
ROYAL ALLIANCE ASSOCIATES, INC. (WARNER ROBINS GA)
CT
09/29/2003 - 03/04/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
FL
06/08/2001 - 09/11/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
04/16/1996 - 06/11/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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