Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Simmons is a financial advisor with over 17 years of experience in the financial services industry. Tonya currently works at LPL Financial LLC. Previously, Tonya worked at Morgan Stanley, Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tonya is registered with the state of Ohio and holds the Series 7 and Series 66 licenses as well as the SIE exam.
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.
Consulting and other non-discretionary advisory 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
OH
10/12/2023 - Present
LPL Financial LLC (HUDSON OH)
OH
11/20/2013 - 10/05/2023
MORGAN STANLEY (Akron OH)
OH
05/11/2010 - 10/08/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (AKRON OH)
OH
06/29/2006 - 05/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
BOTH
Issued 06/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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