Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Merriweather is a financial advisor with Wells Fargo Clearing Services, LLC, an investment firm with approximately $10 to $50 billion in assets under management. Tonya is registered with the state of Virginia and Texas and has been in the financial industry since March 1998. Tonya has experience working with clients from all walks of life. Tonya is dedicated to providing clients with the best possible financial advice.
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.
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.
Investment consulting services to institutional clients
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
VA
04/13/2023 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
TX
04/09/2019 - 03/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (DALLAS TX)
TX
02/28/2012 - 12/20/2017
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
06/01/2009 - 05/23/2011
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
11/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
12/03/1999 - 10/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
NY
03/10/1998 - 07/30/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
08/19/1996 - 07/15/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
01/29/1996 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
MN
12/08/1994 - 08/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/1994 - 08/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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