Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Ward is an Investment Advisor Representative and Registered Representative at Fidelity Personal And Workplace Advisors. Tonya Ward has been working in the financial services industry since September 15, 2007. Tonya Ward is licensed in 52 states and the District of Columbia and holds Series 66, SIE, and Series 7 licenses. Tonya Ward has been with Fidelity Personal And Workplace Advisors since August 2016. Previously, Tonya Ward worked for PROSPERA FINANCIAL SERVICES, INC. and TD AMERITRADE, INC. Tonya Ward is affiliated with Fidelity Personal And Workplace Advisors's branch office in Westlake, Texas.
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.
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.
1
2
TX
08/26/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
04/08/2011 - 08/09/2016
PROSPERA FINANCIAL SERVICES, INC. (COLLEYVILLE TX)
TX
04/22/2006 - 08/07/2009
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/09/2006 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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