Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Todd Keffury is an Investment Advisor Representative associated with Cadenza Financial Planning. J Todd Keffury has been in the industry since 2012. J Todd Keffury is licensed in California, Nevada and Texas. J Todd Keffury also owns and operates Cadenza Tax Services LLC, a separate business providing tax preparation 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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NV
05/31/2024 - Present
Cadenza Financial Planning (HENDERSON NV)
NV
02/19/2016 - 02/10/2017
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NV
06/04/2012 - 12/03/2015
WADDELL & REED (LAS VEGAS NV)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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