Toby WoloshanCRD Number: 4623678
Current Firm: Fifth Third Securities, Inc.
Toby Woloshan (CRD# 4623678) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Gahanna, OH and has over 14 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Fifth Third Securities||Gahanna, OH||Sep 2009 - Current||8|
|The Huntington Investment Company||Columbus, OH||Sep 2004 - Sep 2009||5|
|Huntington Bank||Pickerington, OH||Aug 2004 - Sep 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV