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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tod? Claim Your ProfileTod Creasap is an investment advisor representative at Morgan Stanley. Tod has been in the industry since 2004 and has a variety of experience in the financial services industry, having previously worked at J.P. MORGAN SECURITIES LLC and THE HUNTINGTON INVESTMENT COMPANY. Tod is licensed in 53 states and the District of Columbia and holds Series 7, 6, 63, 66 and SIE licenses. Tod's specializations include investment management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, and educational seminars.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
OH
08/10/2021 - Present
Morgan Stanley (Columbus OH)
OH
03/06/2018 - 07/20/2021
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
09/02/2015 - 01/30/2018
THE HUNTINGTON INVESTMENT COMPANY (MARION OH)
OH
09/13/2004 - 07/11/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
06/26/2001 - 04/26/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2015
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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