Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Toth is a financial advisor registered with Schwab Wealth Advisory, Inc. and has been working in the industry since August 2011. Michael Toth has a Series 65 and a Series 63 license and holds approved state registrations in 34 states as well as approved FINRA registrations. Michael Toth is registered with Schwab Wealth Advisory, Inc. which has offices in Phoenix, AZ.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
08/15/2011 - 01/02/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 12/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michael Toth is the right advisor for you? Invested Better is here to help.
