Joshua TomkoCRD Number: 6317366
Current Firm: Ubs Financial Services Inc.
Joshua Tomko (CRD# 6317366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 3 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Ubs||Rochester, NY||Apr 2014 - Current||3|
|Unemployed||Cortland, NY||Jun 2004 - Mar 2014||9|
|St. John Fisher College||Rochester, NY||Aug 2010 - Dec 2013||3|
|Paychex||Rochester, NY||Jun 2013 - Aug 2013||< 1|
|Little York Plantation||Little York, NY||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV