Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Eric Lapinson is a financial advisor at Wells Fargo Clearing Services, LLC. Todd has been in the financial industry since 1995 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Todd holds several licenses, including Series 7, Series 24, Series 31, Series 63, and Series 65. Todd is also a Certified Financial Planner. Todd specializes in providing financial planning, investment consulting, and portfolio management services.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NY
11/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/20/1997 - 10/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/08/1997 - 11/24/1997
CIBC OPPENHEIMER (NEW YORK NY)
NY
10/30/1995 - 08/19/1997
BISHOP, ALLEN, INC. (NEW YORK NY)
NY
09/14/1995 - 10/31/1995
MAIDSTONE FINANCIAL, INC. (NEW YORK NY)
NY
10/13/1995 - 10/27/1995
DUKE & CO., INC. (NEW YORK NY)
IA
Issued 12/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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