Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Holman is a financial advisor with over 10 years of experience in the industry. Todd has worked for Union Square Advisors LLC since January 2018. Prior to that, Todd worked for RBC Capital Markets, LLC from October 2012 to December 2017. Todd is a Series 79, Series 63, and Series 24 licensed professional. He is registered to provide investment advice in California, Georgia, and New York.
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.
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.
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CA
01/30/2018 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
CA
10/29/2012 - 12/26/2017
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
BC
Issued 11/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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