Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Yawit is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Todd has been in the financial industry since 1993 and has been registered with Cambridge since 2009. Todd has a strong background in financial planning, portfolio management and investment advisory services. Todd holds the Series 6, Series 7, and Series 63 licenses. Todd is also a Registered Representative of Cambridge Investment Research, 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/02/2009 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
WA
03/18/2003 - 12/05/2008
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
NY
05/03/1999 - 03/14/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/05/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
01/22/1993 - 07/21/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 01/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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