Unclaimed
Christina Todd is a registered investment advisor representative associated with Leisure Capital Management, Inc. Christina is registered with FINRA and has been in the industry since 2002. Christina has passed the Series 66, Series 7, and SIE examinations. Christina also holds a consultant position with ShuttleMed and is involved in non-emergency medical transportation. Christina specializes in Portfolio Management for individuals and businesses, as well as providing Pension Consulting and Selection of Other Advisers services.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
03/26/2015 - Present
Leisure Capital Management, Inc. (COSTA MESA CA)
CA
03/26/2002 - 04/10/2015
CHARLES SCHWAB & CO., INC. (ANAHEIM CA)
BOTH
Issued 05/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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