Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Williams is a financial advisor registered with Meld Financial, Inc. Tonya has been in the financial services industry since 2009. Tonya is licensed to conduct business in Alabama and Georgia. Tonya is a registered representative and investment advisor representative with Meld Financial, Inc. Tonya has passed the Series 7TO, SIE and the Uniform Combined State Law Examination. Tonya works primarily with high net worth individuals, pension and profit sharing plans and corporations or other businesses.
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.
Social security and medicare consulting, individual consulting and financial wellness educational programs
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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AL
09/19/2022 - Present
Meld Financial, Inc. (BIRMINGHAM AL)
GA
09/29/2020 - 07/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus GA)
BOTH
Issued 09/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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