Unclaimed
Toby Woloshan is an investment advisor representative with Fifth Third Securities, Inc. Toby has over 20 years of experience in the securities industry and holds the Series 7, 63 and 65 licenses. Toby has been registered with Fifth Third Securities, Inc. since September 2009 and previously worked with The Huntington Investment Company and Edward Jones. Toby is registered in 24 states and the District of Columbia. The individual has no disclosed designations, but does provide other business activities, specifically as a co-owner in TDL Investments, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
OH
09/10/2009 - Present
Fifth Third Securities, Inc. (GAHANNA OH)
OH
09/20/2004 - 09/02/2009
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
MO
03/11/2003 - 06/09/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 6/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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