Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Anthony Morris is a financial advisor with over 47 years of experience in the industry. Todd is a registered representative with Cambridge Investment Research Advisors, Inc. and has a Series 7, Series 24, Series 63, Series 99TO, and SIE. Todd is also a Chartered Financial Consultant and is licensed in Colorado, Iowa, Kansas, Missouri, Nebraska, and Tennessee.
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
NE
10/25/2024 - Present
Cambridge Investment Research Advisors, Inc. (OMAHA NE)
NE
04/19/2000 - 09/18/2014
TECKMEYER FINANCIAL SERVICES, L.L.C. (OMAHA NE)
NE
10/27/1997 - 05/19/2000
GWR INVESTMENTS, INC. (OMAHA NE)
NE
08/23/1991 - 10/31/1997
INVESTORS FIRST SECURITIES, LTD. (OMAHA NE)
MI
11/28/1989 - 09/10/1991
EQUITY BROKERAGE SERVICES, INC. (NORTHVILLE MI)
ND
07/25/1989 - 12/05/1989
STATE BOND SALES CORPORATION (MINOT ND)
CT
01/13/1976 - 07/27/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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