Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Toth is an Investment Advisor Representative associated with Toth Capital Management. Thomas Toth is licensed to provide investment advisory services in Virginia. Thomas Toth has been in the industry since January 2015 and has passed the Series 7TO, Series 63, Series 65, and SIE exams. Prior to working with Toth Capital Management, Thomas Toth was employed with Raymond James Financial Services, Inc.. Thomas Toth also indicated they are a licensed insurance agent, but does not engage in this activity at this time.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
02/29/2024 - Present
Toth Capital Management (ALEXANDRIA VA)
VA
01/10/2020 - 07/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDDLEBURG VA)
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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