Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Toth is a financial advisor with Packerland Brokerage Services, Inc. located in Orlando, Florida. John has been in the financial services industry since 2004, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. John holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE. Previously, John has worked with AVANTAX INVESTMENT SERVICES, INC., FORESTERS EQUITY SERVICES, INC., and PFS INVESTMENTS INC.
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.
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
FL
12/02/2020 - Present
Packerland Brokerage Services, Inc. (ORLANDO FL)
FL
09/30/2016 - 12/08/2020
AVANTAX INVESTMENT SERVICES, INC. (Orlando FL)
FL
01/12/2015 - 09/22/2016
FORESTERS EQUITY SERVICES, INC. (Orlando FL)
FL
02/20/2014 - 12/31/2014
C C F INVESTMENTS, INC. (ORLANDO FL)
FL
11/17/2004 - 02/14/2014
PFS INVESTMENTS INC. (ORLANDO FL)
BC
Issued 07/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Toth is the right advisor for you? Invested Better is here to help.
