Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Brown is a financial advisor registered with Cetera Investment Advisers LLC. Todd has been in the financial services industry since January 2005. Prior to joining Cetera Investment Advisers LLC, Todd was a financial advisor with VOYA FINANCIAL ADVISORS, INC.. Todd has a Series 7 and 63 license, along with a Series 65 license. Todd provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, and 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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (BULVERDE TX)
TX
01/03/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BULVERDE TX)
TX
07/06/2012 - 12/31/2016
VOYA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
GA
06/14/2010 - 03/26/2012
HORNOR, TOWNSEND & KENT, INC. (ATLANTA GA)
GA
10/10/2008 - 06/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
GA
09/21/2004 - 09/17/2008
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
IA
Issued 2/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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