Unclaimed
Tonya Croston is a financial advisor with Truist Advisory Services, INC. Tonya has been in the financial industry since 1993 and has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Tonya offers a variety of financial services, including financial planning, portfolio management, and publication of periodicals. Tonya is also registered to provide investment advice in Virginia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
12/03/1993 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MN
07/05/1991 - 03/30/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/05/1991 - 03/30/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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