Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Venturini is an investment advisor representative with LPL Financial LLC. Todd has been in the financial services industry since 1998. Todd is registered with the state of California as an Investment Advisor Representative. Todd specializes in Financial Planning, Pension Consulting, Portfolio Management for individuals, and Portfolio Management for 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/10/2016 - Present
LPL Financial LLC (MODESTO CA)
CA
07/11/2006 - 03/09/2016
CETERA ADVISOR NETWORKS LLC (MODESTO CA)
CA
02/11/2004 - 07/18/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (MODESTO CA)
MO
10/15/1998 - 02/02/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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