Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Tomash is an investment advisor representative with Wealthcare Advisory Partners LLC, registered with the state of Iowa. Anthony has over 20 years of experience in the financial services industry. Anthony has held previous positions with Summit Brokerage Services, Inc., VSR Financial Services, Inc., Broker Dealer Financial Services Corp., and Berthel, Fisher & Company Financial Services, Inc. Anthony has a Series 7, Series 63, Series 53, and Series 65 licenses. Anthony also holds an active insurance license. Anthony specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/22/2017 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
IA
09/01/2016 - 03/23/2017
SUMMIT BROKERAGE SERVICES, INC. (CEDAR RAPIDS IA)
IA
06/27/2012 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
12/18/1998 - 06/27/2012
BROKER DEALER FINANCIAL SERVICES CORP. (CEDAR RAPIDS IA)
IA
10/13/1994 - 12/23/1998
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
Issued 09/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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