Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Lee-willis is a financial advisor registered with J.P. Morgan Securities LLC. Tonya has been in the financial industry since 1993 and has experience working with various financial institutions, including Securities America, INC, Triad Advisors LLC, FSC Securities Corporation, Royal Alliance Associates, INC, SAGEPOINT FINANCIAL, INC, Woodbury Financial Services, INC, Suntrust Investment Services, INC and Bank South Securities Corporation. Tonya currently holds licenses for both securities and investment advisory services in several states. Tonya specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
02/23/2023 - Present
J.p. Morgan Securities LLC (Atlanta GA)
NE
04/08/2021 - 12/09/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/08/2021 - 12/09/2022
TRIAD ADVISORS LLC (ATLANTA GA)
GA
04/13/2018 - 12/09/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/13/2018 - 12/09/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/13/2018 - 12/09/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/13/2018 - 12/09/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/03/1996 - 03/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NA
08/31/1994 - 03/08/1996
BANK SOUTH INVESTMENT SERVICES, INC.
NA
01/20/1994 - 09/08/1994
BANK SOUTH SECURITIES CORPORATION
NA
06/07/1993 - 01/17/1994
NATIONSSECURITIES
MA
01/01/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
CO
06/08/1992 - 09/18/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 7/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/9/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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