Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ferrell Shiver is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with Newedge Advisors. Prior to joining Newedge Advisors, Todd was a financial advisor with Wells Fargo Advisors, LLC. Todd is registered to provide securities-related services in Alabama, California, Colorado, Florida, Georgia, Kentucky, Michigan, North Carolina, Texas, and Virginia. Todd is also registered to provide investment advisory services in California and Georgia. Todd is a Series 7, Series 63 and SIE licensed financial advisor.
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.
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
GA
07/31/2018 - Present
Newedge Advisors (Valdosta GA)
GA
01/01/2008 - 08/25/2016
WELLS FARGO ADVISORS, LLC (VALDOSTA GA)
GA
11/21/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VALDOSTA GA)
NY
01/02/2002 - 12/02/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
11/02/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
MA
07/19/2000 - 11/15/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Shiver is the right advisor for you? Invested Better is here to help.
