Unclaimed
Ralph Toland is a financial professional with over 30 years of experience in the securities industry. Ralph has a broad range of experience and holds licenses in 51 states and the District of Columbia. Ralph's current registration is with Osaic Wealth, Inc., located in Scottsdale, Arizona. Ralph is a general agent for Savage & Associates, a corporation based in Maumee, Ohio and a Managing Member of Fox Development Group II LLC, a real estate LLC. Ralph serves on the boards of several non-profit organizations, including the National Museum of the Great Lakes and the YMCA.
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
03/14/2019 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
04/04/2001 - 07/12/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
09/07/1993 - 05/14/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 03/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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