Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Harper is a financial advisor with over 28 years of experience in the industry. Tonya is currently registered with Osaic Institutions, Inc. Tonya has a broad range of experience working with individuals, corporations, and charitable organizations. Tonya is a registered investment advisor in Colorado and holds Series 6, 7, 24, 63, and 65 licenses. In addition to Tonya's advisory services, Tonya also offers financial planning, pension consulting, educational seminars, and selection of other advisors. Tonya's previous employers include CUSO Financial Services, LP, U.S. Bancorp Investments, Inc., BBVA Compass Investment Solutions, Inc., NatCity Investments, Inc., and Securian Financial Services, Inc.
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.
Solicitation services for other advisers
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.
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2
CO
11/30/2023 - Present
Osaic Institutions, Inc. (Littleton CO)
CO
10/01/2012 - 11/29/2023
CUSO FINANCIAL SERVICES, L.P. (AURORA CO)
CO
07/01/2010 - 09/28/2012
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
08/19/2009 - 07/02/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DENVER CO)
MI
04/03/2003 - 07/27/2009
NATCITY INVESTMENTS, INC. (EATON RAPIDS MI)
MN
10/01/2001 - 04/10/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MI
01/03/1995 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
IA
Issued 11/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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