Unclaimed
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 a financial advisor with over 20 years of experience in the industry. Todd is currently registered with Cetera Investment Advisers LLC in San Diego, California. He is also registered in the state of California as an investment advisor representative (IAR) and as a broker-dealer representative (BDR). Todd has a wide range of experience in the financial services industry, including working with individuals, families, businesses, and institutions. He has held previous positions at First Allied Securities, Inc., Summit Brokerage Services, Inc., Madison Avenue Securities, Inc., Quest Capital Strategies, Inc., and Intersecurities, Inc. Todd holds a Series 6, Series 7, Series 24, Series 63, and Series 65 license. He is also a Certified Financial Planner (CFP®).
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 09/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
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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