Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd McIntire is a financial advisor currently registered with Truist Advisory Services, Inc.. He is also registered with the state of Ohio. Todd has over 12 years of experience in the financial services industry. Previously, Todd worked for BB&T Securities, LLC., Fifth Third Securities, Inc., and Chase Investment Services Corp. Todd holds the Series 6, 7, 63, 66, and SIE licenses. Todd has a specialization in providing financial advice to individuals, corporations and other businesses, trusts and estates, insurance companies, and pension and profit-sharing plans.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
OH
03/02/2021 - Present
Truist Advisory Services, Inc. (CINCINNATI OH)
VA
12/05/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IN
01/09/2009 - 06/25/2010
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/06/2005 - 07/27/2007
CHASE INVESTMENT SERVICES CORP. (FISHERS IN)
IL
09/30/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
06/12/2003 - 08/06/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 01/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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