Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Glick is a financial advisor with Greenberg Financial Group. Todd is registered with the state of Arizona. Todd has been working in the financial services industry since 2022. Todd specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Todd also provides portfolio reviews and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio reviews
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
07/13/2022 - Present
Greenberg Financial Group (TUCSON AZ)
AZ
05/02/2022 - 06/16/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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