Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mahony is a financial advisor with PFS Investments Inc. located in Farmingdale, NY. Todd has been in the financial industry since 2010 and has a proven track record of providing clients with personalized financial advice. Todd holds Series 7, Series 63, and SIE licenses and is registered to sell securities in New York and Florida. In addition to his experience with PFS Investments Inc., Todd has worked for NYLIFE Securities LLC, FIRST MIDWEST SECURITIES, INC. and NEW CASTLE FINANCIAL SERVICES LLC. Todd specializes in financial planning and portfolio management for individuals.
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.
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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2
NY
03/14/2018 - Present
PFS Investments Inc. (FARMINGDALE NY)
NY
04/22/2015 - 12/05/2016
NYLIFE SECURITIES LLC (MEDFORD NY)
NY
03/01/2010 - 08/06/2014
FIRST MIDWEST SECURITIES, INC. (SMITHTOWN NY)
NY
10/08/2009 - 11/17/2009
NEW CASTLE FINANCIAL SERVICES LLC (MELVILLE NY)
BC
Issued 05/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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