Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Toth is an investment advisor representative with Stratos Wealth Advisors LLC, located in Beachwood, OH. John has been in the securities industry since 1993. John is also a licensed insurance agent. John is registered with the state of Ohio and is a registered investment advisor. John has Series 6, 7, 63, and 65 licenses. John is a specialist in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Percentage of assets under management with third party managers
1
2
OH
11/13/2017 - Present
Stratos Wealth Advisors LLC (BEACHWOOD OH)
OH
11/09/2007 - 08/13/2008
MUTUAL SERVICE CORPORATION (AKRON OH)
OH
03/11/2005 - 10/01/2007
ALLSTATE FINANCIAL SERVICES, LLC (AKRON OH)
FL
12/18/2002 - 03/02/2005
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IN
03/01/2002 - 11/20/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
OH
12/18/1998 - 03/01/2002
VALMARK SECURITIES, INC. (AKRON OH)
IN
06/01/1998 - 01/21/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/08/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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