Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Bramson is a financial advisor registered with Cetera Investment Advisers LLC. Todd has been working in the financial services industry since 1984 and has a wide range of experience in providing financial advice to individual and institutional clients. Todd holds the Series 6, 7 and 63 licenses as well as the SIE exam. Todd is a Certified Financial Planner and a Chartered Financial Consultant and works with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Todd's previous employers include Securian Financial Services, Inc., CRI Securities, LLC, Consolidated Resources, Inc., and NML Equity Services, Inc.
Fort Meyers, FL
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.
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.
1
2
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (Fort Meyers FL)
WI
04/04/1990 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (MADISON WI)
NA
06/26/1987 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
02/23/1984 - 07/02/1987
NML EQUITY SERVICES, INC.
BC
Issued 7/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 2/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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