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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Allen Rustman is a financial advisor at Clarity Capital Partners. Todd has been in the industry since 2001. He has a wide range of experience in the financial services industry, including working at WestPark Capital, Inc., Niagara International Capital Limited, and Royal Alliance Associates, Inc. Todd has a variety of credentials, including the Series 63, Series 4, Series 51, Series 24, Series 22TO, SIE, Series 3, and Series 22 exams. He is also a Certified Financial Planner and a Chartered Financial Analyst. Todd specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/07/2022 - Present
Clarity Capital Partners (NEWPORT BEACH CA)
CA
11/20/2017 - 10/30/2020
WESTPARK CAPITAL, INC. (Newport Beach, CA 92660 CA)
CA
11/18/2013 - 12/12/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEWPORT BEACH CA)
CA
08/23/2010 - 11/13/2013
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
09/27/2007 - 09/15/2010
NEXT FINANCIAL GROUP, INC. (NEWPORT BEACH CA)
CA
09/18/2002 - 10/08/2007
ASSOCIATED SECURITIES CORP. (NEWPORT BEACH CA)
CA
02/24/2000 - 09/28/2000
KA ASSOCIATES, INC. (LOS ANGELES CA)
NY
07/28/1995 - 03/01/1996
PIMCO ADVISORS DISTRIBUTION COMPANY (NEW YORK NY)
CA
02/09/1994 - 02/14/1994
CHESTNUT HILL SECURITIES,INC. (SAN FRANCISCO CA)
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2015
Series 3 - National Commodity Futures Examination
BC
Issued 02/08/1994
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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