Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tovunya? Claim Your ProfileTovunya Craig is an experienced financial professional with a proven track record in the industry. Tovunya has been providing financial advice for over 16 years and is currently a registered representative with Charles Schwab & CO., Inc.. Tovunya has previously worked with TD AMERITRADE, INC. She has a broad range of experience and holds licenses in 51 states. Tovunya is committed to providing clients with personalized financial advice and strategies that meet their individual needs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
04/21/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
08/02/2006 - 04/21/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 06/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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