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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Thomas is an investment advisor representative with Public Safety Financial/galloway based in Mesa, AZ. He has been in the industry since 2006. Todd has a Series 65 license and is registered as an Investment Advisor in Arizona and California. Todd focuses on providing financial planning, educational seminars, and portfolio management for businesses and individuals. His experience includes working with high-net-worth individuals and individuals other than high-net-worth. He is dedicated to helping clients achieve their financial goals. In addition to his investment advisor role, Todd is also licensed to sell fixed annuity products through Public Safety Financial Insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
10/23/2018 - Present
Public Safety Financial/galloway (MESA AZ)
IA
Issued 10/14/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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