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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery James Todd is a financial advisor with Robert W. Baird & Co. Inc. in Anchorage, AK. Jeffery James Todd has been in the financial services industry since 1992. Prior to joining Robert W. Baird & Co. Inc., Jeffery James Todd was employed by WELLS FARGO CLEARING SERVICES, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, and MARINER FINANCIAL SERVICES, INC. Jeffery James Todd holds Series 6, 7, 63 and 65 licenses. Jeffery James Todd specializes in providing financial services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AK
04/01/2021 - Present
Robert W. Baird & Co. Inc. (Anchorage AK)
AK
03/17/1998 - 04/05/2021
WELLS FARGO CLEARING SERVICES, LLC (ANCHORAGE AK)
CA
08/20/1997 - 03/19/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
11/11/1993 - 08/21/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
KS
07/06/1992 - 11/11/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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