Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Marie Carrien is a financial professional with over 16 years of experience in the industry. Tonya is a Principal at Equity Services, Inc. and holds several licenses and certifications including Series 4, Series 7, Series 24, Series 53, and Series 99TO. Tonya has a proven track record of success in providing financial advice and investment management services to individuals, corporations, and charitable organizations. Tonya is committed to providing her clients with the highest level of personalized service and helping them 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
02/09/2009 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
03/06/2007 - 02/02/2009
CHITTENDEN SECURITIES, LLC. (BURLINGTON VT)
BC
Issued 12/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/08/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/01/2010
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 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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