Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Andrew Surgo is a registered representative with KEY Investment Services LLC, having joined the firm in March 2015. Prior to that, Todd worked at McDonald Investments Inc. in Cleveland, Ohio, from October 2003 to January 2006. Todd has been in the securities industry since October 2003 and holds Series 7 and Series 66 securities licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MI
03/20/2015 - Present
KEY Investment Services LLC (LAMBERTVILLE MI)
OH
10/31/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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