Unclaimed
Todd Brost is a financial advisor at John G. Ullman & Associates, Inc. in Horseheads, NY. Todd has been in the financial services industry since August 2006 and has been registered with the state of New York since August 2021 and North Carolina since September 2023. Todd is a Certified Financial Planner and offers financial planning services, as well as portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
09/05/2023 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
Active
Inactive
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