Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Lore is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tonya has been in the industry for 16 years. Tonya is registered to provide investment advice in 36 states. Tonya holds the Series 6, 7, 26 and 63 licenses, as well as the SIE exam. Tonya has a strong track record of providing investment advice and financial planning to a wide range of clients, including individuals, families, businesses and retirement plans. Tonya is dedicated to helping 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
KS
10/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEAWOOD KS)
KS
02/11/2021 - 08/23/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Overland Park KS)
KS
03/29/2018 - 08/02/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
03/29/2018 - 08/02/2019
WADDELL & REED (OVERLAND PARK KS)
MO
11/21/2012 - 03/20/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
01/14/2005 - 07/25/2011
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 1/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 1/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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