Kathleen D. Toschi
Motif Investing, Inc.
Financial Planner in Rancho Cordova, CA
Address:2868 Prospect Park Dr, Ste 130
Rancho Cordova, CA 95670
About Kathleen D. Toschi
Kathleen Toschi is a financial professional at Motif Investing, Inc. located in Rancho Cordova, California. Kathleen Toschi holds an industry securities registration subject to FINRA oversight having passed securities examinations including S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kathleen Toschi provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kathleen Toschi2868 Prospect Park Dr, Ste 130
Rancho Cordova, CA 95670
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Rancho Cordova, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.