Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raif? Claim Your ProfileRaif Todd is a financial advisor at Edward Jones in Salisbury, NC. Raif has been in the financial services industry since 1995 and has extensive experience helping clients achieve their financial goals. Raif is also registered with the state of North Carolina as an Investment Advisor Representative.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
02/29/2016 - Present
Edward Jones (Salisbury NC)
CT
09/17/2012 - 02/02/2016
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
NC
11/16/2009 - 09/12/2012
NFP SECURITIES, INC. (CHARLOTTE NC)
CT
03/27/2003 - 12/10/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
07/15/2002 - 09/06/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NH
01/25/2001 - 07/08/2002
LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)
NC
03/22/1999 - 09/28/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/20/1997 - 06/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/1993 - 11/25/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1993
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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