Unclaimed
Tonya Sexton is a financial advisor who has been in the industry since 2000. She is currently registered with Synovus Securities, Inc. and has been with the firm since June 2019. Tonya has experience with SunTrust Investment Services, Inc. and Pruco Securities, LLC.. Tonya holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam. Tonya Sexton specializes in retirement planning, college savings, estate planning, and insurance. She is committed to helping her clients achieve their financial goals.
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.
Tax related services, administrative services
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.
1
2
FL
06/24/2019 - Present
Synovus Securities, Inc. (CAPE CORAL FL)
FL
01/23/2004 - 06/20/2019
SUNTRUST INVESTMENT SERVICES, INC. (FORT MYERS FL)
NJ
04/11/2000 - 01/22/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 04/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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