Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Lanae Collier is a financial advisor with over 20 years of experience in the financial services industry. Tonya is a Certified Financial Planner™ professional and has been with McManus Cooper since August 2005. Tonya holds the Series 7, 24, 31, 66, 99 and SIE licenses. Prior to joining McManus Cooper, Tonya worked for Securities America, Inc. Tonya is a registered representative of and offers securities through McManus Cooper and investment advisory services through McManus Cooper, which is a Registered Investment Advisor.
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.
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.
Solicitor/referral fees
1
2
CA
08/29/2005 - Present
McManus Cooper (IRVINE CA)
CA
03/19/2001 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
BOTH
Issued 02/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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