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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 registered investment advisor representative with Cetera Investment Advisers LLC in Charlotte, NC. Christopher Todd has been working in the financial services industry since 2004. Prior to Cetera Investment Advisers LLC, Christopher Todd was a registered representative with Summit Brokerage Services, Inc., Capital Guardian, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher Todd holds the Series 66, SIE, Series 31, and Series 7 licenses. Christopher Todd specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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 6/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 3/3/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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