Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Robert Todd is a financial advisor with over 13 years of experience in the industry. Donald Todd is a Certified Financial Planner™ professional and has held various positions at firms such as SunTrust Investment Services, Inc. and Military Pike Racing LLC. Donald Todd is currently a Registered Representative and Investment Advisor Representative at Oneseven, a firm headquartered in Beachwood, Ohio. Oneseven specializes in providing financial planning, investment management, and other advisory services to individuals, corporations, and charitable organizations. Donald Todd works with clients to develop personalized financial plans and investment strategies that meet their unique needs and goals.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
FL
07/26/2021 - Present
Oneseven (Tampa FL)
FL
03/20/2006 - 07/11/2019
SUNTRUST INVESTMENT SERVICES, INC. (DUNEDIN FL)
BOTH
Issued 09/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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