Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Todd is a financial professional based in Hershey, Pennsylvania and has been working in the industry since April 2023. James is currently registered with Santander Securities LLC as an investment advisor representative. James's areas of focus include financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/04/2023 - Present
Santander Securities LLC (Hershey PA)
BC
Issued 06/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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