Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Toth is a financial advisor with Osaic Wealth, Inc. located in Strongsville, OH. David has been in the industry since 1997 and has experience working for various financial institutions. David is licensed to provide financial advice in several states including Ohio, Michigan, Arizona, California, Florida, Illinois, and New York. He specializes in financial planning and portfolio management. David also provides financial advice to individuals, businesses, pension and profit-sharing plans, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (STRONGSVILLE OH)
TN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
OH
02/19/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (STRONGSVILLE OH)
CT
01/14/1997 - 02/16/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Toth is the right advisor for you? Invested Better is here to help.
