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 Schmitt is a financial advisor registered with Ameriprise Financial Services, LLC. Todd has been working in the financial industry since 1993. He has a variety of licenses and certifications, including the Series 7, Series 10, Series 31, Series 63, and Series 65. Todd has experience working with individuals, trusts, estates, corporations, and insurance companies. Ameriprise Financial Services, LLC is a well-established firm with a history of providing financial advice to clients of all types.
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.
Asset allocation services
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.
1
2
LA
07/02/2010 - Present
Ameriprise Financial Services, LLC (NEW ORLEANS LA)
LA
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (NEW ORLEANS LA)
LA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW ORLEANS LA)
LA
11/30/1993 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ORLEANS LA)
MN
08/24/1993 - 10/21/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/1993 - 10/21/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Todd Schmitt is the right advisor for you? Invested Better is here to help.
