Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd A. Baxter is a financial advisor and insurance sales professional who has been active in the industry since 2007. Todd A. Baxter is a Registered Representative of Stonex Advisors Inc and has provided financial and insurance services to clients in Ohio, Alabama, and other states across the country. Todd A. Baxter is a registered Investment Advisor Representative (IAR) in Florida and Ohio. Todd A. Baxter has previously been associated with WRP Investments, Inc. in Austintown, Ohio. Todd A. Baxter is currently affiliated with Stonex Advisors Inc and operates out of their Austintown, Ohio office.
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.
Financial consulting services
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.
1
2
OH
01/30/2015 - Present
Stonex Advisors Inc. (Austintown OH)
OH
05/25/2007 - 09/12/2014
WRP INVESTMENTS, INC. (AUSTINTOWN OH)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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