Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edward Dalziel is an investment advisor representative at Cetera Investment Advisers LLC. He has been in the financial services industry since 2006. His areas of expertise include financial planning, pension consulting, and portfolio management. He is registered in several states, including North Dakota, Texas, and California. Todd Edward Dalziel has experience working with clients of all types, including individuals, families, businesses, and institutions. He is committed to providing his clients with personalized financial advice that meets their individual needs.
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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ND
01/18/2023 - Present
Cetera Investment Advisers LLC (DEVILS LAKE ND)
ND
02/06/2008 - 05/31/2017
CETERA ADVISOR NETWORKS LLC (DEVILS LAKE ND)
ND
01/01/2007 - 02/07/2008
THRIVENT INVESTMENT MANAGEMENT INC. (DEVILS LAKE ND)
BOTH
Issued 1/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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