Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Brian Tosh is an investment advisor representative with Avantax Advisory Services in Medford, OR. Rory has been in the industry since September 17, 2017. Previously, Rory was registered with 1ST GLOBAL CAPITAL CORP. in Medford, OR. Rory has passed the Series 66, Series 7, and SIE exams. Rory is licensed in Arizona, California, Idaho, Oregon, Utah, and Washington. Rory specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Rory also provides solicitor referral services to third-party investment managers, and participant enrollment meetings.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
10/25/2019 - Present
Avantax Advisory Services (ME OR)
OR
09/18/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MEDFORD OR)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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