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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Todd is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial industry for over 19 years and has held various positions at different firms, including Morgan Stanley Smith Barney, Summit Brokerage Services, Inc. and Citigroup Global Markets Inc. Christopher has a Series 7, 31 and 66 license, and has passed the Securities Industry Essentials Examination. Christopher is registered in the states of Florida, New Jersey, North Carolina and South Carolina. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
05/06/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
09/02/2009 - 05/12/2015
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
06/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)
NY
06/10/2004 - 01/04/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
03/04/2004 - 04/21/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/04/2004 - 04/21/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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