Unclaimed
Todd Carney is a financial professional with over 14 years of experience in the industry. Todd is a registered representative with Stifel, Nicolaus & Company, Inc. in Reno, NV. Todd has a strong background in securities, having previously worked at Sierra Pacific Securities, LLC and Tahoe Fixed Income, LLC. Todd is committed to providing clients with comprehensive financial solutions and has a broad range of specializations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
04/05/2024 - Present
Stifel, Nicolaus & Company, Inc. (RENO NV)
NV
07/11/2011 - 04/05/2024
SIERRA PACIFIC SECURITIES, LLC (RENO NV)
NC
04/19/2010 - 07/18/2011
TAHOE FIXED INCOME, LLC (CHARLOTTE NC)
GA
01/21/2005 - 12/08/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX 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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