Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Hamit is a financial advisor with over 5 years of experience in the industry. Todd is currently registered with Charles Schwab & Co., Inc. and is licensed in Colorado and Texas. Prior to joining Charles Schwab & Co., Inc., Todd worked at Oppenheimerfunds Distributor, Inc. in Centennial, Colorado. Todd has passed the Series 6, 7, and 63 exams and has experience in providing financial planning and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
04/10/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CO
12/13/2018 - 12/12/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 08/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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