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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Philip Toman is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. John has been in the industry since September 11, 1993 and is currently licensed in 38 states and registered as an Investment Advisor Representative (IAR) in California, Texas and Utah. John's previous experience includes positions at Morgan Stanley, Citigroup Global Markets Inc., and L.C. Wegard & Co., 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/28/2019 - Present
Wells Fargo Advisors Financial Network, LLC (LA JOLLA CA)
CA
06/01/2009 - 09/04/2013
MORGAN STANLEY (SAN DIEGO CA)
IL
06/08/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
08/30/1993 - 05/25/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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