Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Hirte is an investment advisor representative with Principal Securities, Inc., licensed to conduct business in Oregon and Texas. Tonya has been working in the financial services industry since 2001. Tonya has been registered with Principal Securities, Inc. since 2017 and was previously registered with Stancorp Equities, Inc. from 2013 to 2017 and KMS Financial Services, Inc. from 2001 to 2001. Tonya holds Series 6, 7, 63, 65 and SIE licenses and offers financial planning, pension consulting, educational seminars and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OR
06/17/2021 - Present
Principal Securities, Inc. (LAKE OSWEGO OR)
OR
06/25/2013 - 09/27/2017
STANCORP EQUITIES, INC. (PORTLAND OR)
WA
06/25/2001 - 07/12/2001
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
IA
Issued 07/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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