Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Sanford is a financial advisor with over 30 years of experience in the industry. He currently works at Mercer Global Advisors Inc. Todd has worked at multiple firms during his career including Raymond James Financial Services, Inc., FSC Securities Corporation and IDS Marketing Corporation. Todd holds several licenses including Series 6, 7, 24, 51 and 63. He is also a Certified Financial Planner. Todd specializes in retirement planning, investment management and financial planning.
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.
Trust services, estate planning, tax return preparation, consultation
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
MI
08/25/2023 - Present
Mercer Global Advisors Inc. (Portage MI)
MI
07/21/1989 - 10/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
GA
09/02/1988 - 08/08/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
09/25/1985 - 10/04/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
07/11/1984 - 10/21/1985
NEL EQUITY SERVICES CORPORATION
NA
08/23/1983 - 06/18/1984
IDS MARKETING CORPORATION
BC
Issued 07/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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