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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Christian Ferreira is a financial advisor with Ameriprise Financial Services, LLC, based in San Jose, California. Todd has been in the industry since July 1996. Todd holds licenses for Series 6, 7, 24, 63, and 65, and is registered in multiple states. Todd has previously worked with PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC, ESSEX NATIONAL SECURITIES, INC., CUSO FINANCIAL SERVICES, L.P., and WELLS FARGO SECURITIES INC.
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.
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2
CA
08/25/2017 - Present
Ameriprise Financial Services, LLC (San Jose CA)
CA
01/13/2015 - 08/25/2017
PURSHE KAPLAN STERLING INVESTMENTS (San Jose CA)
CA
08/24/2007 - 01/20/2015
LPL FINANCIAL LLC (SAN JOSE CA)
CA
11/29/2006 - 09/17/2007
ESSEX NATIONAL SECURITIES, INC. (CUPERTINO CA)
CA
08/31/2000 - 11/29/2006
CUSO FINANCIAL SERVICES, L.P. (PALO ALTO CA)
CA
07/12/1996 - 08/14/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 12/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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