Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tovia? Claim Your ProfileTovia Widman is a financial advisor with over 50 years of experience in the industry. Tovia is currently registered with Wells Fargo Clearing Services, LLC. Tovia has been with Wells Fargo Clearing Services, LLC since November 2016. Previously, Tovia worked at Mericka & Co., Inc. and Prudential Securities Incorporated. Tovia has a broad range of experience, having worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Tovia provides financial planning, portfolio management, and investment consulting services.
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
OH
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (PEPPER PIKE OH)
NY
04/25/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OH
06/01/1972 - 04/02/2001
MERICKA & CO., INC. (BEACHWOOD OH)
NA
09/08/1971 - 01/05/1974
KLEE & COMPANY, INC.
NA
06/24/1971 - 10/27/1971
IMA MANAGEMENT INC
IA
Issued 08/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1988
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1971
Series 1 - Registered 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
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