Unclaimed
Todd Resnick is a financial advisor who has been in the industry since 1992. Todd is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2002. Todd has experience working with a variety of clients, including individuals, corporations, and institutions. Todd specializes in financial planning, portfolio management, and investment advisory services. Todd has experience with both discretionary and non-discretionary accounts, and offers a variety of investment services, including: financial planning, pension consulting, and selection of other advisers. Prior to joining J.P. Morgan Securities LLC, Todd worked at Deutsche Bank Securities Inc., DB Alex. Brown LLC, Lehman Brothers Inc., Dean Witter Reynolds Inc., and Smith Barney 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
08/05/2002 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
NY
01/13/2001 - 08/06/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
10/20/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
05/03/1999 - 10/20/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/13/1997 - 04/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/29/1992 - 08/01/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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