Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cinda? Claim Your ProfileCinda Marie Todd has been in the financial industry since December 3, 1996. Cinda is currently registered with Charles Schwab & Co., Inc., a large financial institution in Orlando, Florida, offering various investment advisory services. Previously, Cinda was associated with several other financial institutions, including TD Ameritrade, Inc., TD Ameritrade Clearing, Inc., Park Avenue Securities LLC, LPL Financial LLC, and LinSCO/Private Ledger Corp. Her experience spans multiple states, including California, Nebraska, and South Carolina. Cinda has a broad range of experience and holds several licenses and certifications, including Series 63, Series 65, Series 7, Series 24, and the SIE.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
03/30/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
CA
10/09/2018 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
10/22/2018 - 12/31/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
10/06/2017 - 06/27/2018
PARK AVENUE SECURITIES LLC (LA JOLLA CA)
CA
01/30/2008 - 08/24/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
SC
02/16/1999 - 02/10/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
06/14/1993 - 01/05/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 09/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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