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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Cline is an Investment Advisor Representative with Cetera Investment Advisers LLC. Todd has been in the industry since 2000 and is licensed in California. Todd has experience with a variety of firms including First Allied Securities, Inc., Summit Brokerage Services, Inc., Madison Avenue Securities, Inc., Quest Capital Strategies, Inc., and Intersecurities, Inc. Todd specializes in providing financial planning, pension consulting, and educational seminars. Todd is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
04/07/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
06/02/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
SC
05/22/2008 - 03/25/2011
MADISON AVENUE SECURITIES, INC. (CLOVER SC)
CA
02/28/2005 - 04/11/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
03/29/2000 - 03/08/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
01/01/1998 - 06/03/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 9/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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