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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 Christopher Roesch is a financial advisor with Frost Investment Services. Todd has over 15 years of experience in the financial services industry. Todd is registered to provide investment advisory services in Texas. Before joining Frost Investment Services, Todd worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Barclays Capital Inc. Todd is a Series 7, 24, and 66 licensed advisor. Todd specializes in providing investment advice and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Todd has experience in managing portfolios of various asset classes, including stocks, bonds, mutual funds, and alternative investments. Todd is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
06/07/2016 - 04/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
09/22/2008 - 03/24/2016
BARCLAYS CAPITAL INC. (DALLAS TX)
TX
08/25/2006 - 09/22/2008
LEHMAN BROTHERS INC. (DALLAS TX)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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