s Why should I choose you as my financial advisor? Tony is a graduate from UNC Chapel Hill. He has been a registered financial advisor since 0000. Tony holds FINRA Series 0, 00, 00, and 00 as well as Life and Long Term Care Insurance. Tony has also been accredited with the CIMA and AAMS professional designations. What are your qualifications? What is your education background? A comprehensive approach to Wealth Management that designs and delivers a individualized solution in easy to understand terms. How do you charge for your services? Financial Planning Portfolio Management Risk Management How are you compensated? How will I pay for your services? 00 If you are going to manage my account, will you obtain my permission every time you buy or sell something? I have an assistant for administrative needs and someone who specializes in life insurance. 