Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Clayton Graham is an investment advisor representative with Kovack Advisors, Inc. and is licensed to offer investment advice in Louisiana and Texas. Todd has been in the financial services industry since 1995. He has extensive experience working with high net worth individuals, corporations and businesses, pension and profit sharing plans, banking and thrift institutions, and state or municipal government entities. Todd's previous experience includes working for Momentum Independent Network Inc., Dean Witter Reynolds Inc., and Olde Discount Corporation.
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.
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
TX
11/01/2021 - Present
Kovack Advisors, Inc. (Houston TX)
TX
03/10/1999 - 11/29/2021
MOMENTUM INDEPENDENT NETWORK INC. (HOUSTON TX)
NY
10/08/1997 - 03/24/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
11/10/1995 - 09/25/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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