Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Toth is a financial advisor with Valic Financial Advisors, Inc. Robert has over 23 years of experience in the financial services industry. Robert is registered with the state of Florida, New Jersey, New York, Pennsylvania, and South Carolina. Robert's firm has a total of $25.2 billion in assets under management. Robert has a Series 66, Series 63, Series 53, Series 4, and Series 24, Series 7, and Series 6 licenses. Robert is dedicated to providing personalized financial advice to individuals, families, and businesses. In addition to providing investment management services, Robert also offers financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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NJ
08/24/2023 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NJ
05/29/2007 - 09/27/2010
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
NJ
02/16/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (WESTFIELD NJ)
NJ
12/07/2005 - 11/22/2006
CHASE INVESTMENT SERVICES CORP. (MADISON NJ)
NY
12/14/2004 - 10/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/05/2000 - 11/29/2004
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
06/19/2000 - 09/01/2000
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/21/1998 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 12/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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