Unclaimed
Alberto Todaro is a financial professional with over 10 years of experience in the industry. Alberto is currently registered with The Huntington Investment Co. and holds the Series 6 and Series 63 licenses. Alberto has previously worked with Fifth Third Securities, Inc., PNC Investments, NatCity Investments, Inc. and Chase Investment Services Corp. Alberto specializes in portfolio management for individuals and businesses.
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.
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.
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
MI
12/18/2015 - Present
THE Huntington Investment Co. (WASHINGTON MI)
MI
07/20/2011 - 11/23/2015
FIFTH THIRD SECURITIES, INC. (SHELBY TOWNSHIP MI)
MI
11/13/2009 - 03/31/2011
PNC INVESTMENTS (SOUTHFIELD MI)
MI
11/12/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (TROY MI)
MI
10/09/2006 - 09/18/2008
CHASE INVESTMENT SERVICES CORP. (WARREN MI)
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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