Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Rene Sutton is a financial advisor with over 20 years of experience in the industry. Tonya has a broad range of experience providing financial advice and services. Tonya is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2015. Previously, Tonya worked at T.R. Winston & Company, LLC and Little and Company. Tonya is licensed to provide financial services in multiple states and holds Series 7 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Tonya is able to provide a wide range of financial services including investment consulting, financial planning, portfolio management, and pension consulting.
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.
1
2
TX
03/17/2015 - Present
Wells Fargo Clearing Services, LLC (MIDLAND TX)
TX
11/26/2010 - 02/13/2015
T.R. WINSTON & COMPANY, LLC (MIDLAND TX)
TX
11/12/2002 - 11/30/2010
LITTLE AND COMPANY (MIDLAND TX)
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tonya Sutton is the right advisor for you? Invested Better is here to help.
