Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Crutchley is a financial advisor at Stifel, Nicolaus & Company, Inc. Todd has been in the financial services industry since October 1991. Todd is a Certified Financial Planner and holds Series 7, 8, 9, 10, 31, 63 and 65 licenses. Todd's firm, Stifel, Nicolaus & Company, Inc., manages assets between $1 billion and $10 billion. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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
SC
10/13/2009 - Present
Stifel, Nicolaus & Company, Inc. (BLUFFTON SC)
SC
01/01/2008 - 10/23/2008
WACHOVIA SECURITIES, LLC (BLUFFTON SC)
SC
10/02/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLUFFTON SC)
IA
Issued 11/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Todd Crutchley is the right advisor for you? Invested Better is here to help.
