Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Knapp is a financial advisor who has been in the industry since 1999. Currently, Todd Knapp is a registered representative of International Assets Investment Management, LLC, an investment advisory firm based in Orlando, Florida. Todd Knapp has been with the firm since December 2021. Prior to joining International Assets Investment Management, LLC, Todd Knapp worked at LPL Financial LLC from June 2009 to September 2021. Todd Knapp is a licensed investment advisor representative and holds Series 63, 65, 7, 24 and SIE 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.
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.
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2
CA
12/07/2021 - Present
International Assets Investment Management, LLC (SALINAS CA)
CA
06/23/2009 - 09/14/2021
LPL FINANCIAL LLC (SALINAS CA)
CA
10/16/2000 - 06/05/2009
PRIMEVEST FINANCIAL SERVICES, INC. (SALINAS CA)
NJ
10/21/1998 - 11/06/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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