Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Bower is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Denver, CO. Todd has been in the financial industry since 2021. Todd is registered with FINRA and the state of Colorado. Todd holds Series 66, Series 6TO, Series 7TO and SIE licenses. Todd's previous employment was with Equitable Advisors, LLC in Lakewood, CO. Todd is a part of the Axiom Wealth Alliance, a partnership of financial professionals dedicated to providing clients with personalized and comprehensive financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
09/19/2022 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
04/26/2021 - 09/12/2022
EQUITABLE ADVISORS, LLC (LAKEWOOD CO)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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