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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Todaro is a Registered Representative with Needham & Company, LLC based in New York, NY. John has 7 years of experience in the industry and has passed Series 63, 86, 87 and SIE exams. John is registered to provide investment advice in 6 states. John previously worked at CITIGROUP GLOBAL MARKETS INC..
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.
Securities research
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.
Pursuant to csa agreements
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NY
05/18/2021 - Present
Needham & Company, LLC (NEW YORK NY)
NY
08/01/2016 - 05/24/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/30/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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