Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Walsworth is a financial advisor with over 24 years of experience in the industry. Tonya has a broad range of experience having worked with firms such as Morgan Stanley, Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC. Tonya is currently registered with &partners and holds a variety of licenses and certifications including Series 3, 7, 9, 10, 31, 63, and 66. Tonya is licensed to provide investment advice in various states. Tonya has a long history of working with individuals and families as well as a wide range of other clients such as trusts, estates, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TX
06/28/2024 - Present
&partners (Tyler TX)
TX
04/22/2022 - 07/08/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TYLER TX)
TX
02/28/2019 - 04/25/2022
WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)
GA
06/01/2009 - 12/03/2018
MORGAN STANLEY (ATLANTA GA)
TX
11/19/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
04/02/2007 - 11/13/2007
MORGAN STANLEY & CO., INCORPORATED (DALLAS TX)
TX
02/15/2007 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
TX
04/26/2001 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
MO
07/01/1999 - 04/11/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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