Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Alan Currier is a financial advisor with Edward Jones. Todd is a registered representative and investment advisor representative with a focus on securities, investment advisory, and insurance. He has over 25 years of experience in the financial services industry. Todd specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. He is also licensed to sell insurance products. Todd is committed to helping his clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
12/06/2018 - Present
Edward Jones (CORAL SPRINGS FL)
TX
07/03/2001 - 12/14/2001
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
KS
08/31/2000 - 04/03/2001
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
OH
02/08/2000 - 07/17/2000
AAG SECURITIES, INC. (CINCINNATI OH)
NE
10/22/1999 - 12/31/1999
LSA SECURITIES, INC. (LINCOLN NE)
TX
08/10/1992 - 12/09/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NJ
05/04/1990 - 12/20/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/04/1990 - 12/20/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
11/22/1989 - 03/26/1990
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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