Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jared Carbone is a financial advisor with Capital CS Group, LLC. Todd is a registered investment advisor in California, Connecticut, and Georgia. Todd has been in the industry since 2003 and has experience working with UBS Financial Services Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Investors Distribution Company, Great Pacific Securities, and Wachovia Securities, LLC. Todd specializes in working with corporations, individuals, and pension and profit sharing plans. Todd's firm, Capital CS Group, LLC, provides portfolio management, financial planning, and pension consulting 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring
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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CA
03/25/2020 - Present
Capital CS Group, LLC (IRVINE CA)
CA
02/20/2014 - 08/26/2019
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
06/01/2009 - 02/27/2014
MORGAN STANLEY (IRVINE CA)
CA
08/03/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
11/01/2004 - 08/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
08/25/2004 - 10/27/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
04/07/2004 - 07/22/2004
GREAT PACIFIC SECURITIES (COSTA MESA CA)
MO
09/01/2003 - 04/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 01/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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