Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Corey Lombara is a registered representative with Robert W. Baird & Co. Inc. Todd has been in the securities industry since July 1996. Todd has held previous positions at UBS Securities LLC, U.S. Clearing Corp., Nash, Weiss & Co., Mayer & Schweitzer, Inc., and Olde Discount Corporation. Todd is registered in 25 states and holds the Series 7, 55, 24, 57TO and SIE licenses. Todd also holds the Series 63 license. Todd specializes in providing investment advice to individuals, corporations, and other businesses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CT
05/10/2010 - Present
Robert W. Baird & Co. Inc. (STAMFORD CT)
CT
09/16/1998 - 03/12/2010
UBS SECURITIES LLC (STAMFORD CT)
TX
01/26/1998 - 02/23/1998
U.S. CLEARING CORP. (DALLAS TX)
NA
02/03/1998 - 02/20/1998
NASH, WEISS & CO.
NJ
01/26/1998 - 02/20/1998
NASH, WEISS & CO. (JERSEY CITY NJ)
CT
06/10/1996 - 01/28/1998
MAYER & SCHWEITZER, INC. (STAMFORD CT)
MI
06/19/1995 - 02/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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