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 Onda is an investment advisor representative for B. Riley Wealth Advisors, Inc. located in Beachwood, OH. Todd has been in the securities industry since 1998. Todd has held licenses with National Securities Corporation, RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc. and Roney & Co. as well as Roney & Co. L.L.C. Todd has Series 7, 9, 10, 31, 63, 65, 99TO, and SIE licenses. Todd specializes in portfolio management for individuals, businesses, and pensions. Todd is also qualified to provide financial planning services. Todd's previous employment history includes working for B. Riley Wealth Management in Memphis, TN.
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
OH
02/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Beachwood OH)
FL
02/24/2022 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
OH
03/13/2009 - 10/15/2010
RBC CAPITAL MARKETS CORPORATION (BEACHWOOD OH)
OH
03/31/2004 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BEACHWOOD OH)
NY
10/06/2000 - 01/29/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
06/17/1998 - 11/03/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
10/16/1997 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 11/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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